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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,356 | $127,100-70.6% | $105,738-64.7% | $135,379-72.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 76.3%+12.6pp | 82.6%+6.2pp |
| Annual return | -6.40% | 4.49%-10.9pp | 6.27%-12.7pp | 519.79%-526.2pp |
| Employer contribution / active EE | $859 | $4,107-79.1% | $3,268-73.7% | $4,779-82.0% |
| Participant deferral / active EE | $4,258 | $5,064-15.9% | $4,080+4.4% | $5,609-24.1% |
| Admin fee / account holder | $55 | $9,087-99.4% | $6,913-99.2% | $10,828-99.5% |