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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,010 | $131,835-7.5% | $108,582+12.4% | $273,972-55.5% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 18.87% | -91.57%+110.4pp | -51.70%+70.6pp | 41.46%-22.6pp |
| Employer contribution / active EE | $1,424 | $4,913-71.0% | $3,758-62.1% | $4,869-70.7% |
| Participant deferral / active EE | $7,184 | $5,127+40.1% | $4,311+66.6% | $5,287+35.9% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |