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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,593 | $50,947-32.1% | $74,551-53.6% | $64,173-46.1% |
| Participation rate | 93.1% | 61.1%+32.0pp | 69.1%+24.0pp | 69.6%+23.5pp |
| Annual return | -5.49% | -1.85%-3.6pp | 32.53%-38.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,680 | $1,115+140.2% | $1,961+36.7% | $2,381+12.6% |
| Participant deferral / active EE | $2,116 | $2,302-8.1% | $3,108-31.9% | $3,470-39.0% |
| Admin fee / account holder | $0 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |