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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,512 | $42,910-59.2% | $60,919-71.3% | $68,490-74.4% |
| Participation rate | 87.9% | 66.8%+21.1pp | 73.1%+14.8pp | 67.9%+20.0pp |
| Annual return | -18.57% | -13.99%-4.6pp | 16.96%-35.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,690 | $1,978-14.6% | $2,704-37.5% | $2,597-34.9% |
| Participant deferral / active EE | $3,031 | $2,866+5.8% | $3,814-20.5% | $4,028-24.7% |
| Admin fee / account holder | $12 | $3,104-99.6% | $3,228-99.6% | $5,403-99.8% |