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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,400 | $77,816-40.4% | $123,552-62.4% | $64,173-27.7% |
| Participation rate | 89.2% | 74.7%+14.5pp | 82.3%+6.9pp | 69.6%+19.6pp |
| Annual return | -4.97% | 12.49%-17.5pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,358 | $3,014-54.9% | $4,628-70.6% | $2,381-42.9% |
| Participant deferral / active EE | $3,791 | $5,240-27.7% | $6,426-41.0% | $3,470+9.3% |
| Admin fee / account holder | $291 | $5,519-94.7% | $9,285-96.9% | $4,887-94.0% |