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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,911 | $140,592-19.7% | $123,105-8.3% | $125,389-10.0% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | -1.98% | 16.80%-18.8pp | 13.22%-15.2pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,956 | $6,041-67.6% | $5,151-62.0% | $4,866-59.8% |
| Participant deferral / active EE | $4,063 | $6,980-41.8% | $6,229-34.8% | $5,352-24.1% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |