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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,026 | $87,546-45.1% | $75,784-36.6% | $125,389-61.7% |
| Participation rate | 92.9% | 80.2%+12.7pp | 75.8%+17.0pp | 83.2%+9.7pp |
| Annual return | -1.01% | 13.49%-14.5pp | 9.68%-10.7pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,876 | $3,930-52.3% | $3,323-43.5% | $4,866-61.4% |
| Participant deferral / active EE | $4,443 | $4,230+5.1% | $3,652+21.7% | $5,352-17.0% |
| Admin fee / account holder | $82 | $6,503-98.7% | $5,300-98.5% | $9,541-99.1% |