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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,021 | $97,020-14.4% | $83,327-0.4% | $135,380-38.7% |
| Participation rate | 88.9% | 80.4%+8.5pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -7.32% | 12.31%-19.6pp | 10.64%-18.0pp | 519.81%-527.1pp |
| Employer contribution / active EE | $1,015 | $4,144-75.5% | $3,379-70.0% | $4,779-78.8% |
| Participant deferral / active EE | $2,044 | $5,964-65.7% | $5,565-63.3% | $5,609-63.6% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |