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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,697 | $71,873-64.2% | $86,698-70.4% | $68,490-62.5% |
| Participation rate | 73.7% | 72.2%+1.4pp | 76.6%-2.9pp | 67.9%+5.8pp |
| Annual return | -9.51% | 3.54%-13.0pp | 35.96%-45.5pp | -7.85%-1.7pp |
| Employer contribution / active EE | $1,583 | $2,173-27.1% | $2,837-44.2% | $2,597-39.0% |
| Participant deferral / active EE | $3,615 | $3,779-4.4% | $4,656-22.4% | $4,028-10.3% |
| Admin fee / account holder | $246 | $6,110-96.0% | $7,492-96.7% | $5,403-95.4% |