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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,257 | $59,819-59.4% | $79,583-69.5% | $68,490-64.6% |
| Participation rate | 76.0% | 61.1%+14.9pp | 69.5%+6.5pp | 67.9%+8.1pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,690 | $1,505+12.2% | $2,414-30.0% | $2,597-34.9% |
| Participant deferral / active EE | $4,288 | $3,025+41.8% | $3,986+7.6% | $4,028+6.5% |
| Admin fee / account holder | $76 | $4,835-98.4% | $6,835-98.9% | $5,403-98.6% |