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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,653 | $87,544-77.6% | $75,784-74.1% | $125,388-84.3% |
| Participation rate | 91.7% | 80.2%+11.5pp | 75.8%+15.8pp | 83.2%+8.5pp |
| Annual return | -0.67% | 13.49%-14.2pp | 9.68%-10.3pp | 282.24%-282.9pp |
| Employer contribution / active EE | $2,487 | $3,930-36.7% | $3,323-25.2% | $4,866-48.9% |
| Participant deferral / active EE | $4,609 | $4,229+9.0% | $3,652+26.2% | $5,352-13.9% |
| Admin fee / account holder | $94 | $6,502-98.6% | $5,300-98.2% | $9,541-99.0% |