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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,022 | $42,910-41.7% | $60,919-58.9% | $68,490-63.5% |
| Participation rate | 93.3% | 66.8%+26.6pp | 73.1%+20.2pp | 67.9%+25.4pp |
| Annual return | -16.33% | -13.99%-2.3pp | 16.96%-33.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,777 | $1,978-10.2% | $2,704-34.3% | $2,597-31.6% |
| Participant deferral / active EE | $1,777 | $2,866-38.0% | $3,814-53.4% | $4,028-55.9% |
| Admin fee / account holder | $102 | $3,104-96.7% | $3,228-96.8% | $5,403-98.1% |