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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,626 | $73,839-24.7% | $143,788-61.3% | $68,495-18.8% |
| Participation rate | 92.3% | 66.7%+25.6pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | -14.72% | 1.01%-15.7pp | -0.03%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $4,599 | $3,184+44.4% | $4,952-7.1% | $2,596+77.1% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $232 | $5,755-96.0% | $14,675-98.4% | $5,403-95.7% |