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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,342 | $42,383+2.3% | $76,518-43.4% | $64,173-32.5% |
| Participation rate | 81.8% | 58.1%+23.7pp | 68.0%+13.8pp | 69.6%+12.2pp |
| Annual return | -8.26% | -16.54%+8.3pp | -0.27%-8.0pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,598 | $1,563+66.2% | $2,647-1.9% | $2,381+9.1% |
| Participant deferral / active EE | $2,997 | $2,566+16.8% | $3,836-21.9% | $3,470-13.6% |
| Admin fee / account holder | $184 | $3,198-94.3% | $4,849-96.2% | $4,887-96.2% |