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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,906 | $73,839-43.2% | $143,788-70.9% | $68,495-38.8% |
| Participation rate | 88.5% | 66.7%+21.8pp | 80.3%+8.1pp | 67.9%+20.6pp |
| Annual return | -16.56% | 1.01%-17.6pp | -0.03%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,901 | $3,184-40.3% | $4,952-61.6% | $2,596-26.8% |
| Participant deferral / active EE | $2,366 | $3,384-30.1% | $5,638-58.0% | $4,028-41.3% |
| Admin fee / account holder | $25 | $5,755-99.6% | $14,675-99.8% | $5,403-99.5% |