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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,543 | $65,453+13.9% | $86,691-14.0% | $66,930+11.4% |
| Participation rate | 99.2% | 75.5%+23.8pp | 76.6%+22.6pp | 69.8%+29.4pp |
| Annual return | -11.43% | -10.89%-0.5pp | 35.94%-47.4pp | 1.57%-13.0pp |
| Employer contribution / active EE | $1,323 | $2,154-38.6% | $2,837-53.3% | $2,545-48.0% |
| Participant deferral / active EE | $4,105 | $4,102+0.1% | $4,656-11.8% | $4,238-3.1% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $593-100.0% |