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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,171 | $42,910-46.0% | $60,919-62.0% | $68,490-66.2% |
| Participation rate | 85.7% | 66.8%+19.0pp | 73.1%+12.6pp | 67.9%+17.8pp |
| Annual return | -13.26% | -13.99%+0.7pp | 16.96%-30.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $2,987 | $1,978+51.0% | $2,704+10.5% | $2,597+15.0% |
| Participant deferral / active EE | $3,235 | $2,866+12.9% | $3,814-15.2% | $4,028-19.7% |
| Admin fee / account holder | $14 | $3,104-99.6% | $3,228-99.6% | $5,403-99.7% |