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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,001 | $87,544-46.3% | $75,784-38.0% | $125,388-62.5% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -2.41% | 13.49%-15.9pp | 9.68%-12.1pp | 282.24%-284.6pp |
| Employer contribution / active EE | $730 | $3,930-81.4% | $3,323-78.0% | $4,866-85.0% |
| Participant deferral / active EE | $13,200 | $4,229+212.1% | $3,652+261.5% | $5,352+146.7% |
| Admin fee / account holder | $256 | $6,502-96.1% | $5,300-95.2% | $9,541-97.3% |