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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,359 | $65,083-44.1% | $143,788-74.7% | $66,930-45.7% |
| Participation rate | 90.7% | 65.2%+25.5pp | 80.3%+10.4pp | 69.8%+20.9pp |
| Annual return | -14.69% | -11.13%-3.6pp | -0.03%-14.7pp | 1.57%-16.3pp |
| Employer contribution / active EE | $2,037 | $2,361-13.7% | $4,952-58.9% | $2,545-20.0% |
| Participant deferral / active EE | $2,706 | $2,920-7.3% | $5,638-52.0% | $4,238-36.1% |
| Admin fee / account holder | $27 | $502-94.6% | $14,675-99.8% | $593-95.4% |