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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,811 | $42,383+27.0% | $76,518-29.7% | $64,173-16.1% |
| Participation rate | 73.6% | 58.1%+15.4pp | 68.0%+5.6pp | 69.6%+4.0pp |
| Annual return | -5.08% | -16.54%+11.5pp | -0.27%-4.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,390 | $1,563-11.1% | $2,647-47.5% | $2,381-41.6% |
| Participant deferral / active EE | $4,571 | $2,566+78.1% | $3,836+19.2% | $3,470+31.7% |
| Admin fee / account holder | $218 | $3,198-93.2% | $4,849-95.5% | $4,887-95.5% |