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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,959 | $56,339-14.9% | $104,301-54.0% | $68,486-30.0% |
| Participation rate | 92.3% | 63.3%+29.0pp | 73.3%+19.0pp | 67.9%+24.4pp |
| Annual return | -15.50% | -9.19%-6.3pp | 24.61%-40.1pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,992 | $1,960+1.6% | $3,373-40.9% | $2,597-23.3% |
| Participant deferral / active EE | $2,135 | $3,077-30.6% | $4,626-53.8% | $4,028-47.0% |
| Admin fee / account holder | $251 | $4,902-94.9% | $7,340-96.6% | $5,404-95.3% |