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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,580 | $92,219+19.9% | $76,767+44.0% | $135,380-18.3% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -4.72% | 5.46%-10.2pp | 2.43%-7.1pp | 519.81%-524.5pp |
| Employer contribution / active EE | $1,613 | $3,216-49.8% | $2,485-35.1% | $4,779-66.2% |
| Participant deferral / active EE | $6,913 | $4,508+53.3% | $3,852+79.5% | $5,609+23.2% |
| Admin fee / account holder | $2 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |