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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,936 | $97,881-12.2% | $80,004+7.4% | $125,389-31.5% |
| Participation rate | 78.6% | 77.9%+0.7pp | 73.0%+5.6pp | 83.2%-4.6pp |
| Annual return | -3.14% | 9.36%-12.5pp | 7.63%-10.8pp | 282.24%-285.4pp |
| Employer contribution / active EE | $1,728 | $3,128-44.7% | $2,473-30.1% | $4,866-64.5% |
| Participant deferral / active EE | $4,423 | $3,744+18.1% | $3,204+38.1% | $5,352-17.3% |
| Admin fee / account holder | $50 | $6,278-99.2% | $5,033-99.0% | $9,541-99.5% |