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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,439 | $46,697-13.4% | $117,529-65.6% | $68,490-41.0% |
| Participation rate | 85.1% | 56.8%+28.3pp | 70.6%+14.5pp | 67.9%+17.2pp |
| Annual return | -14.70% | -14.52%-0.2pp | 29.77%-44.5pp | -7.85%-6.8pp |
| Employer contribution / active EE | $2,010 | $1,506+33.5% | $4,179-51.9% | $2,597-22.6% |
| Participant deferral / active EE | $5,232 | $2,637+98.4% | $4,072+28.5% | $4,028+29.9% |
| Admin fee / account holder | $21 | $4,023-99.5% | $5,645-99.6% | $5,403-99.6% |