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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,364 | $45,872-75.2% | $77,100-85.3% | $68,490-83.4% |
| Participation rate | 89.5% | 55.9%+33.6pp | 67.9%+21.6pp | 67.9%+21.6pp |
| Annual return | -16.87% | 1.73%-18.6pp | 42.35%-59.2pp | -7.85%-9.0pp |
| Employer contribution / active EE | $2,048 | $1,650+24.2% | $2,815-27.2% | $2,597-21.1% |
| Participant deferral / active EE | $2,714 | $2,963-8.4% | $4,430-38.7% | $4,028-32.6% |
| Admin fee / account holder | $27 | $3,041-99.1% | $5,443-99.5% | $5,403-99.5% |