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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,423 | $53,162-50.3% | $91,227-71.0% | $68,490-61.4% |
| Participation rate | 84.6% | 63.2%+21.4pp | 73.2%+11.4pp | 67.9%+16.7pp |
| Annual return | -19.40% | -3.14%-16.3pp | 114.14%-133.5pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,606 | $1,709-6.0% | $2,851-43.7% | $2,597-38.1% |
| Participant deferral / active EE | $3,445 | $2,974+15.9% | $4,234-18.6% | $4,028-14.5% |
| Admin fee / account holder | $203 | $4,493-95.5% | $5,423-96.3% | $5,403-96.2% |