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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,476 | $81,870-49.3% | $119,622-65.3% | $68,486-39.4% |
| Participation rate | 96.4% | 71.9%+24.5pp | 79.3%+17.2pp | 67.9%+28.5pp |
| Annual return | -16.70% | -23.82%+7.1pp | -14.98%-1.7pp | -7.85%-8.8pp |
| Employer contribution / active EE | $3,813 | $2,692+41.6% | $4,232-9.9% | $2,597+46.8% |
| Participant deferral / active EE | $5,838 | $4,148+40.7% | $5,601+4.2% | $4,028+44.9% |
| Admin fee / account holder | $14 | $6,583-99.8% | $10,328-99.9% | $5,404-99.7% |