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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,273 | $73,863-49.5% | $143,797-74.1% | $68,490-45.6% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | -18.29% | 0.91%-19.2pp | -0.04%-18.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $2,404 | $3,185-24.5% | $4,952-51.5% | $2,597-7.4% |
| Participant deferral / active EE | $2,431 | $3,385-28.2% | $5,638-56.9% | $4,028-39.6% |
| Admin fee / account holder | $276 | $5,756-95.2% | $14,679-98.1% | $5,403-94.9% |