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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,205 | $45,872-38.5% | $77,100-63.4% | $68,490-58.8% |
| Participation rate | 92.9% | 55.9%+36.9pp | 67.9%+24.9pp | 67.9%+25.0pp |
| Annual return | -17.83% | 1.73%-19.6pp | 42.35%-60.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $2,971 | $1,650+80.1% | $2,815+5.5% | $2,597+14.4% |
| Participant deferral / active EE | $6,645 | $2,963+124.3% | $4,430+50.0% | $4,028+65.0% |
| Admin fee / account holder | $101 | $3,041-96.7% | $5,443-98.2% | $5,403-98.1% |