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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,399 | $64,729-68.5% | $112,263-81.8% | $68,490-70.2% |
| Participation rate | 88.9% | 67.2%+21.7pp | 75.1%+13.8pp | 67.9%+21.0pp |
| Annual return | -17.34% | -11.40%-5.9pp | 27.49%-44.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,626 | $2,746-40.8% | $3,636-55.3% | $2,597-37.4% |
| Participant deferral / active EE | $3,555 | $3,566-0.3% | $4,729-24.8% | $4,028-11.7% |
| Admin fee / account holder | $292 | $5,222-94.4% | $6,410-95.4% | $5,403-94.6% |