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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,639 | $81,870-61.4% | $119,622-73.6% | $68,486-53.8% |
| Participation rate | 87.1% | 71.9%+15.2pp | 79.3%+7.8pp | 67.9%+19.2pp |
| Annual return | -15.34% | -23.82%+8.5pp | -14.98%-0.4pp | -7.85%-7.5pp |
| Employer contribution / active EE | $1,936 | $2,692-28.1% | $4,232-54.2% | $2,597-25.4% |
| Participant deferral / active EE | $4,436 | $4,148+6.9% | $5,601-20.8% | $4,028+10.1% |
| Admin fee / account holder | $107 | $6,583-98.4% | $10,328-99.0% | $5,404-98.0% |