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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,248 | $79,151-30.2% | $60,906-9.3% | $64,819-14.8% |
| Participation rate | 96.9% | 77.7%+19.2pp | 73.1%+23.8pp | 71.5%+25.5pp |
| Annual return | -12.76% | -7.12%-5.6pp | 16.94%-29.7pp | 32.84%-45.6pp |
| Employer contribution / active EE | $3,137 | $3,052+2.8% | $2,703+16.1% | $2,507+25.2% |
| Participant deferral / active EE | $2,858 | $3,727-23.3% | $3,814-25.1% | $4,311-33.7% |
| Admin fee / account holder | $4 | $106-96.3% | $3,227-99.9% | $188-97.9% |