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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,664 | $42,383-18.2% | $76,518-54.7% | $64,173-46.0% |
| Participation rate | 89.3% | 58.1%+31.1pp | 68.0%+21.3pp | 69.6%+19.7pp |
| Annual return | -5.49% | -16.54%+11.0pp | -0.27%-5.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,762 | $1,563+12.7% | $2,647-33.4% | $2,381-26.0% |
| Participant deferral / active EE | $2,259 | $2,566-12.0% | $3,836-41.1% | $3,470-34.9% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,849-100.0% | $4,887-100.0% |