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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,465 | $64,729-51.4% | $112,263-72.0% | $68,490-54.1% |
| Participation rate | 85.2% | 67.2%+18.0pp | 75.1%+10.1pp | 67.9%+17.3pp |
| Annual return | -16.47% | -11.40%-5.1pp | 27.49%-44.0pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,336 | $2,746-51.3% | $3,636-63.3% | $2,597-48.6% |
| Participant deferral / active EE | $3,480 | $3,566-2.4% | $4,729-26.4% | $4,028-13.6% |
| Admin fee / account holder | $130 | $5,222-97.5% | $6,410-98.0% | $5,403-97.6% |