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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,598 | $107,809-61.4% | $90,657-54.1% | $135,380-69.3% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.0%+1.0pp | 82.6%-7.6pp |
| Annual return | -8.40% | -0.90%-7.5pp | 1.89%-10.3pp | 519.81%-528.2pp |
| Employer contribution / active EE | $753 | $3,018-75.1% | $2,532-70.3% | $4,779-84.3% |
| Participant deferral / active EE | $2,769 | $3,872-28.5% | $3,424-19.2% | $5,609-50.6% |
| Admin fee / account holder | $139 | $5,931-97.7% | $4,994-97.2% | $10,828-98.7% |