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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,797 | $64,729-57.1% | $112,263-75.2% | $68,490-59.4% |
| Participation rate | 70.8% | 67.2%+3.7pp | 75.1%-4.2pp | 67.9%+2.9pp |
| Annual return | -17.94% | -11.40%-6.5pp | 27.49%-45.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,799 | $2,746-34.5% | $3,636-50.5% | $2,597-30.7% |
| Participant deferral / active EE | $4,470 | $3,566+25.4% | $4,729-5.5% | $4,028+11.0% |
| Admin fee / account holder | $182 | $5,222-96.5% | $6,410-97.2% | $5,403-96.6% |