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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,792 | $87,546-44.3% | $75,784-35.6% | $125,389-61.1% |
| Participation rate | 91.7% | 80.2%+11.5pp | 75.8%+15.8pp | 83.2%+8.5pp |
| Annual return | -2.11% | 13.49%-15.6pp | 9.68%-11.8pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,271 | $3,930-67.7% | $3,323-61.7% | $4,866-73.9% |
| Participant deferral / active EE | $2,917 | $4,230-31.0% | $3,652-20.1% | $5,352-45.5% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |