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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,418 | $107,809-27.3% | $90,657-13.5% | $135,379-42.1% |
| Participation rate | 81.0% | 78.0%+2.9pp | 74.0%+6.9pp | 82.6%-1.7pp |
| Annual return | -8.38% | -0.90%-7.5pp | 1.89%-10.3pp | 519.79%-528.2pp |
| Employer contribution / active EE | $1,673 | $3,018-44.6% | $2,532-33.9% | $4,779-65.0% |
| Participant deferral / active EE | $4,665 | $3,872+20.5% | $3,424+36.2% | $5,609-16.8% |
| Admin fee / account holder | $288 | $5,931-95.1% | $4,994-94.2% | $10,828-97.3% |