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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,789 | $73,863-10.9% | $143,797-54.2% | $68,490-3.9% |
| Participation rate | 79.4% | 66.7%+12.7pp | 80.3%-0.9pp | 67.9%+11.5pp |
| Annual return | -17.64% | 0.91%-18.5pp | -0.04%-17.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $3,665 | $3,185+15.1% | $4,952-26.0% | $2,597+41.1% |
| Participant deferral / active EE | $7,637 | $3,385+125.6% | $5,638+35.4% | $4,028+89.6% |
| Admin fee / account holder | $87 | $5,756-98.5% | $14,679-99.4% | $5,403-98.4% |