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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,153 | $131,835-41.5% | $108,582-28.9% | $273,972-71.8% |
| Participation rate | 94.4% | 83.5%+11.0pp | 79.6%+14.9pp | 83.0%+11.4pp |
| Annual return | 4.58% | -91.57%+96.1pp | -51.70%+56.3pp | 41.46%-36.9pp |
| Employer contribution / active EE | $3,801 | $4,913-22.6% | $3,758+1.1% | $4,869-21.9% |
| Participant deferral / active EE | $7,411 | $5,127+44.5% | $4,311+71.9% | $5,287+40.2% |
| Admin fee / account holder | $5 | $10,253-99.9% | $7,645-99.9% | $10,133-99.9% |