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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,155 | $110,083-33.5% | $151,639-51.8% | $68,486+6.8% |
| Participation rate | 78.6% | 84.0%-5.4pp | 87.5%-8.9pp | 67.9%+10.7pp |
| Annual return | -8.87% | -10.12%+1.3pp | 3.34%-12.2pp | -7.85%-1.0pp |
| Employer contribution / active EE | $2,751 | $4,470-38.5% | $6,165-55.4% | $2,597+5.9% |
| Participant deferral / active EE | $7,886 | $6,526+20.8% | $8,363-5.7% | $4,028+95.8% |
| Admin fee / account holder | $66 | $7,718-99.1% | $11,613-99.4% | $5,404-98.8% |