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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,536 | $73,848-64.1% | $143,799-81.5% | $68,486-61.3% |
| Participation rate | 84.4% | 66.7%+17.7pp | 80.3%+4.1pp | 67.9%+16.5pp |
| Annual return | -18.40% | 0.91%-19.3pp | -0.04%-18.4pp | -7.85%-10.5pp |
| Employer contribution / active EE | $1,449 | $3,184-54.5% | $4,952-70.7% | $2,597-44.2% |
| Participant deferral / active EE | $3,248 | $3,385-4.0% | $5,638-42.4% | $4,028-19.4% |
| Admin fee / account holder | $4 | $5,755-99.9% | $14,677-100.0% | $5,404-99.9% |