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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,278 | $73,839-26.5% | $143,788-62.3% | $68,495-20.8% |
| Participation rate | 95.3% | 66.7%+28.6pp | 80.3%+15.0pp | 67.9%+27.4pp |
| Annual return | -12.33% | 1.01%-13.3pp | -0.03%-12.3pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,484 | $3,184-22.0% | $4,952-49.8% | $2,596-4.3% |
| Participant deferral / active EE | $3,156 | $3,384-6.7% | $5,638-44.0% | $4,028-21.6% |
| Admin fee / account holder | $1 | $5,755-100.0% | $14,675-100.0% | $5,403-100.0% |