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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,875 | $50,947-37.4% | $74,551-57.2% | $64,173-50.3% |
| Participation rate | 98.5% | 61.1%+37.4pp | 69.1%+29.4pp | 69.6%+28.9pp |
| Annual return | -6.39% | -1.85%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,294 | $1,115+16.0% | $1,961-34.0% | $2,381-45.7% |
| Participant deferral / active EE | $1,996 | $2,302-13.3% | $3,108-35.8% | $3,470-42.5% |
| Admin fee / account holder | $104 | $4,221-97.5% | $5,059-97.9% | $4,887-97.9% |