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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,800 | $167,522-32.1% | $151,639-25.0% | $134,532-15.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -2.95% | 7.81%-10.8pp | 3.34%-6.3pp | 418.27%-421.2pp |
| Employer contribution / active EE | $4,646 | $6,828-32.0% | $6,165-24.6% | $4,741-2.0% |
| Participant deferral / active EE | $11,761 | $8,986+30.9% | $8,363+40.6% | $6,401+83.7% |
| Admin fee / account holder | $192 | $13,780-98.6% | $11,613-98.3% | $11,429-98.3% |