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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,231 | $64,176-46.7% | $112,263-69.5% | $66,949-48.9% |
| Participation rate | 71.3% | 68.4%+2.9pp | 75.1%-3.7pp | 69.8%+1.5pp |
| Annual return | -14.38% | -13.80%-0.6pp | 27.49%-41.9pp | 1.57%-15.9pp |
| Employer contribution / active EE | $2,800 | $3,007-6.9% | $3,636-23.0% | $2,545+10.0% |
| Participant deferral / active EE | $2,364 | $3,694-36.0% | $4,729-50.0% | $4,239-44.2% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |