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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,578 | $73,863-38.3% | $143,797-68.3% | $68,490-33.5% |
| Participation rate | 87.1% | 66.7%+20.4pp | 80.3%+6.8pp | 67.9%+19.2pp |
| Annual return | -18.80% | 0.91%-19.7pp | -0.04%-18.8pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,904 | $3,185-40.2% | $4,952-61.6% | $2,597-26.7% |
| Participant deferral / active EE | $5,345 | $3,385+57.9% | $5,638-5.2% | $4,028+32.7% |
| Admin fee / account holder | $34 | $5,756-99.4% | $14,679-99.8% | $5,403-99.4% |