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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,078 | $131,835-76.4% | $108,582-71.4% | $273,972-88.7% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 14.43% | -91.57%+106.0pp | -51.70%+66.1pp | 41.46%-27.0pp |
| Employer contribution / active EE | $3,329 | $4,913-32.2% | $3,758-11.4% | $4,869-31.6% |
| Participant deferral / active EE | $6,579 | $5,127+28.3% | $4,311+52.6% | $5,287+24.4% |
| Admin fee / account holder | $153 | $10,253-98.5% | $7,645-98.0% | $10,133-98.5% |