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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,312 | $110,083-67.0% | $151,639-76.1% | $68,486-47.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.85% | -10.12%-4.7pp | 3.34%-18.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $2,010 | $4,470-55.0% | $6,165-67.4% | $2,597-22.6% |
| Participant deferral / active EE | $3,639 | $6,526-44.2% | $8,363-56.5% | $4,028-9.6% |
| Admin fee / account holder | $264 | $7,718-96.6% | $11,613-97.7% | $5,404-95.1% |