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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,752 | $64,706-40.1% | $112,244-65.5% | $68,498-43.4% |
| Participation rate | 96.0% | 67.1%+28.9pp | 75.1%+20.9pp | 67.9%+28.1pp |
| Annual return | -12.06% | -11.40%-0.7pp | 27.46%-39.5pp | -7.84%-4.2pp |
| Employer contribution / active EE | $2,138 | $2,746-22.1% | $3,635-41.2% | $2,596-17.7% |
| Participant deferral / active EE | $4,881 | $3,565+36.9% | $4,728+3.2% | $4,027+21.2% |
| Admin fee / account holder | $263 | $5,231-95.0% | $6,411-95.9% | $5,403-95.1% |