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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,500 | $81,870-38.3% | $119,622-57.8% | $68,486-26.3% |
| Participation rate | 88.0% | 71.9%+16.1pp | 79.3%+8.7pp | 67.9%+20.1pp |
| Annual return | -18.02% | -23.82%+5.8pp | -14.98%-3.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $2,203 | $2,692-18.2% | $4,232-48.0% | $2,597-15.2% |
| Participant deferral / active EE | $4,005 | $4,148-3.5% | $5,601-28.5% | $4,028-0.6% |
| Admin fee / account holder | $165 | $6,583-97.5% | $10,328-98.4% | $5,404-96.9% |