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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,318 | $86,655-59.2% | $119,608-70.5% | $66,930-47.2% |
| Participation rate | 72.7% | 75.6%-2.9pp | 79.3%-6.6pp | 69.8%+2.8pp |
| Annual return | -12.59% | -8.00%-4.6pp | -14.98%+2.4pp | 1.57%-14.2pp |
| Employer contribution / active EE | $2,239 | $2,536-11.7% | $4,232-47.1% | $2,545-12.0% |
| Participant deferral / active EE | $3,897 | $4,358-10.6% | $5,601-30.4% | $4,238-8.0% |
| Admin fee / account holder | $35 | $755-95.4% | $10,326-99.7% | $593-94.1% |