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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,418 | $131,835-51.1% | $108,582-40.7% | $273,972-76.5% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 12.16% | -91.57%+103.7pp | -51.70%+63.9pp | 41.46%-29.3pp |
| Employer contribution / active EE | $15,380 | $4,913+213.1% | $3,758+309.2% | $4,869+215.9% |
| Participant deferral / active EE | $6,542 | $5,127+27.6% | $4,311+51.7% | $5,287+23.7% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |