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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,759 | $107,809-1.0% | $90,657+17.8% | $135,380-21.1% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.0%+13.5pp | 82.6%+4.9pp |
| Annual return | -9.38% | -0.90%-8.5pp | 1.89%-11.3pp | 519.81%-529.2pp |
| Employer contribution / active EE | $1,527 | $3,018-49.4% | $2,532-39.7% | $4,779-68.1% |
| Participant deferral / active EE | $5,088 | $3,872+31.4% | $3,424+48.6% | $5,609-9.3% |
| Admin fee / account holder | $33 | $5,931-99.4% | $4,994-99.3% | $10,828-99.7% |