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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,842 | $69,977-27.3% | $108,582-53.2% | $62,881-19.1% |
| Participation rate | 76.9% | 72.9%+4.0pp | 79.6%-2.6pp | 69.3%+7.6pp |
| Annual return | 6.33% | 10.73%-4.4pp | -51.70%+58.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,188 | $2,135-44.4% | $3,758-68.4% | $2,281-47.9% |
| Participant deferral / active EE | $3,060 | $3,165-3.3% | $4,311-29.0% | $3,203-4.5% |
| Admin fee / account holder | $165 | $5,076-96.8% | $7,645-97.8% | $4,296-96.2% |