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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,472 | $131,835-57.2% | $108,582-48.0% | $273,972-79.4% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 9.64% | -91.57%+101.2pp | -51.70%+61.3pp | 41.46%-31.8pp |
| Employer contribution / active EE | $1,421 | $4,913-71.1% | $3,758-62.2% | $4,869-70.8% |
| Participant deferral / active EE | $4,202 | $5,127-18.0% | $4,311-2.5% | $5,287-20.5% |
| Admin fee / account holder | $230 | $10,253-97.8% | $7,645-97.0% | $10,133-97.7% |