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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,757 | $131,835+14.4% | $108,582+38.8% | $273,972-45.0% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 7.96% | -91.57%+99.5pp | -51.70%+59.7pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,811 | $4,913-42.8% | $3,758-25.2% | $4,869-42.3% |
| Participant deferral / active EE | $6,601 | $5,127+28.7% | $4,311+53.1% | $5,287+24.8% |
| Admin fee / account holder | $238 | $10,253-97.7% | $7,645-96.9% | $10,133-97.6% |