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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,549 | $87,546-36.5% | $75,784-26.7% | $125,389-55.7% |
| Participation rate | 94.1% | 80.2%+13.9pp | 75.8%+18.3pp | 83.2%+10.9pp |
| Annual return | -1.67% | 13.49%-15.2pp | 9.68%-11.3pp | 282.24%-283.9pp |
| Employer contribution / active EE | $1,697 | $3,930-56.8% | $3,323-48.9% | $4,866-65.1% |
| Participant deferral / active EE | $2,555 | $4,230-39.6% | $3,652-30.0% | $5,352-52.3% |
| Admin fee / account holder | $289 | $6,503-95.6% | $5,300-94.6% | $9,541-97.0% |