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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,297 | $73,848-46.8% | $143,799-72.7% | $68,486-42.6% |
| Participation rate | 84.0% | 66.7%+17.3pp | 80.3%+3.7pp | 67.9%+16.1pp |
| Annual return | -16.64% | 0.91%-17.6pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $7,005 | $3,184+120.0% | $4,952+41.5% | $2,597+169.8% |
| Participant deferral / active EE | $2,630 | $3,385-22.3% | $5,638-53.4% | $4,028-34.7% |
| Admin fee / account holder | $216 | $5,755-96.2% | $14,677-98.5% | $5,404-96.0% |