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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,233 | $81,870-54.5% | $119,634-68.9% | $68,490-45.6% |
| Participation rate | 89.7% | 71.9%+17.9pp | 79.3%+10.5pp | 67.9%+21.8pp |
| Annual return | -15.95% | -23.82%+7.9pp | -14.98%-1.0pp | -7.85%-8.1pp |
| Employer contribution / active EE | $915 | $2,692-66.0% | $4,232-78.4% | $2,597-64.7% |
| Participant deferral / active EE | $2,894 | $4,148-30.2% | $5,601-48.3% | $4,028-28.1% |
| Admin fee / account holder | $46 | $6,583-99.3% | $10,329-99.6% | $5,403-99.2% |