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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,114 | $59,819+3.8% | $79,583-22.0% | $68,490-9.3% |
| Participation rate | 79.2% | 61.1%+18.2pp | 69.5%+9.8pp | 67.9%+11.3pp |
| Annual return | -17.53% | -12.30%-5.2pp | 0.16%-17.7pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,410 | $1,505-6.3% | $2,414-41.6% | $2,597-45.7% |
| Participant deferral / active EE | $1,702 | $3,025-43.7% | $3,986-57.3% | $4,028-57.7% |
| Admin fee / account holder | $229 | $4,835-95.3% | $6,835-96.7% | $5,403-95.8% |