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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,482 | $73,848-66.8% | $143,799-83.0% | $68,486-64.3% |
| Participation rate | 85.2% | 66.7%+18.5pp | 80.3%+4.9pp | 67.9%+17.3pp |
| Annual return | -16.69% | 0.91%-17.6pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $2,721 | $3,184-14.6% | $4,952-45.1% | $2,597+4.8% |
| Participant deferral / active EE | $2,906 | $3,385-14.2% | $5,638-48.5% | $4,028-27.9% |
| Admin fee / account holder | $50 | $5,755-99.1% | $14,677-99.7% | $5,404-99.1% |