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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,463 | $73,848-16.8% | $143,799-57.3% | $68,486-10.3% |
| Participation rate | 89.7% | 66.7%+23.0pp | 80.3%+9.3pp | 67.9%+21.8pp |
| Annual return | -19.34% | 0.91%-20.3pp | -0.04%-19.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,635 | $3,184-17.3% | $4,952-46.8% | $2,597+1.5% |
| Participant deferral / active EE | $2,751 | $3,385-18.7% | $5,638-51.2% | $4,028-31.7% |
| Admin fee / account holder | $183 | $5,755-96.8% | $14,677-98.8% | $5,404-96.6% |