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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,600 | $65,453-54.8% | $86,698-65.9% | $66,938-55.8% |
| Participation rate | 80.0% | 75.5%+4.5pp | 76.6%+3.4pp | 69.8%+10.2pp |
| Annual return | -16.24% | -10.89%-5.3pp | 35.95%-52.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $3,031 | $2,154+40.7% | $2,837+6.9% | $2,545+19.1% |
| Participant deferral / active EE | $2,486 | $4,102-39.4% | $4,656-46.6% | $4,238-41.3% |
| Admin fee / account holder | $65 | $642-89.8% | $7,493-99.1% | $594-89.0% |