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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,941 | $45,872+2.3% | $77,096-39.1% | $68,486-31.5% |
| Participation rate | 94.7% | 55.9%+38.8pp | 67.9%+26.8pp | 67.9%+26.8pp |
| Annual return | -18.00% | 1.73%-19.7pp | 42.35%-60.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,778 | $1,650+7.8% | $2,814-36.8% | $2,597-31.5% |
| Participant deferral / active EE | $3,620 | $2,963+22.2% | $4,429-18.3% | $4,028-10.1% |
| Admin fee / account holder | $293 | $3,041-90.4% | $5,428-94.6% | $5,404-94.6% |