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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,742 | $131,835-50.9% | $108,582-40.4% | $273,972-76.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.11% | -91.57%+98.7pp | -51.70%+58.8pp | 41.46%-34.3pp |
| Employer contribution / active EE | $4,362 | $4,913-11.2% | $3,758+16.1% | $4,869-10.4% |
| Participant deferral / active EE | $14,733 | $5,127+187.3% | $4,311+241.8% | $5,287+178.7% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |