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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,252 | $77,817-21.3% | $123,553-50.4% | $64,173-4.6% |
| Participation rate | 82.1% | 74.7%+7.3pp | 82.3%-0.2pp | 69.6%+12.5pp |
| Annual return | -2.65% | 12.49%-15.1pp | 119.21%-121.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,137 | $3,014-29.1% | $4,628-53.8% | $2,381-10.2% |
| Participant deferral / active EE | $3,184 | $5,240-39.2% | $6,426-50.5% | $3,470-8.2% |
| Admin fee / account holder | $129 | $5,519-97.7% | $9,284-98.6% | $4,887-97.4% |