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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,902 | $87,544-69.3% | $75,784-64.5% | $125,388-78.5% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -2.46% | 13.49%-15.9pp | 9.68%-12.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $6,194 | $3,930+57.6% | $3,323+86.4% | $4,866+27.3% |
| Participant deferral / active EE | $3,078 | $4,229-27.2% | $3,652-15.7% | $5,352-42.5% |
| Admin fee / account holder | $191 | $6,502-97.1% | $5,300-96.4% | $9,541-98.0% |