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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,016 | $86,655-5.4% | $119,622-31.4% | $66,938+22.5% |
| Participation rate | 99.5% | 75.6%+23.9pp | 79.3%+20.2pp | 69.8%+29.6pp |
| Annual return | -15.05% | -8.00%-7.0pp | -14.98%-0.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $3,616 | $2,536+42.6% | $4,232-14.6% | $2,545+42.1% |
| Participant deferral / active EE | $4,576 | $4,358+5.0% | $5,601-18.3% | $4,238+8.0% |
| Admin fee / account holder | $7 | $755-99.1% | $10,328-99.9% | $594-98.9% |