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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,221 | $211,946-35.3% | $169,452-19.0% | $135,380+1.4% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -7.96% | 3.26%-11.2pp | 1.83%-9.8pp | 519.81%-527.8pp |
| Employer contribution / active EE | $2,758 | $5,117-46.1% | $4,157-33.7% | $4,779-42.3% |
| Participant deferral / active EE | $7,315 | $6,075+20.4% | $5,277+38.6% | $5,609+30.4% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |