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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,494 | $42,909+17.7% | $60,906-17.1% | $68,486-26.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.36% | -13.99%-1.4pp | 16.94%-32.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $4,286 | $1,979+116.6% | $2,703+58.6% | $2,597+65.1% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $232 | $3,104-92.5% | $3,227-92.8% | $5,404-95.7% |