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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,149 | $131,835-58.2% | $108,582-49.2% | $273,972-79.9% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 4.10% | -91.57%+95.7pp | -51.70%+55.8pp | 41.46%-37.4pp |
| Employer contribution / active EE | $5,182 | $4,913+5.5% | $3,758+37.9% | $4,869+6.4% |
| Participant deferral / active EE | $4,770 | $5,127-7.0% | $4,311+10.7% | $5,287-9.8% |
| Admin fee / account holder | $26 | $10,253-99.7% | $7,645-99.7% | $10,133-99.7% |