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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,749 | $65,453-54.5% | $86,698-65.7% | $66,938-55.6% |
| Participation rate | 90.2% | 75.5%+14.7pp | 76.6%+13.6pp | 69.8%+20.4pp |
| Annual return | -15.97% | -10.89%-5.1pp | 35.95%-51.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,627 | $2,154-24.4% | $2,837-42.6% | $2,545-36.1% |
| Participant deferral / active EE | $2,498 | $4,102-39.1% | $4,656-46.4% | $4,238-41.1% |
| Admin fee / account holder | $215 | $642-66.5% | $7,493-97.1% | $594-63.8% |