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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,683 | $87,544-79.8% | $75,784-76.7% | $125,388-85.9% |
| Participation rate | 90.9% | 80.2%+10.7pp | 75.8%+15.1pp | 83.2%+7.7pp |
| Annual return | -1.45% | 13.49%-14.9pp | 9.68%-11.1pp | 282.24%-283.7pp |
| Employer contribution / active EE | $2,249 | $3,930-42.8% | $3,323-32.3% | $4,866-53.8% |
| Participant deferral / active EE | $4,364 | $4,229+3.2% | $3,652+19.5% | $5,352-18.5% |
| Admin fee / account holder | $134 | $6,502-97.9% | $5,300-97.5% | $9,541-98.6% |