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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,494 | $48,235-59.6% | $68,803-71.7% | $68,490-71.5% |
| Participation rate | 92.9% | 60.7%+32.2pp | 69.0%+23.8pp | 67.9%+25.0pp |
| Annual return | -15.60% | -12.70%-2.9pp | -6.37%-9.2pp | -7.85%-7.7pp |
| Employer contribution / active EE | $897 | $1,829-50.9% | $2,656-66.2% | $2,597-65.5% |
| Participant deferral / active EE | $1,810 | $2,867-36.9% | $3,942-54.1% | $4,028-55.1% |
| Admin fee / account holder | $185 | $4,361-95.8% | $4,936-96.3% | $5,403-96.6% |