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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,410 | $52,911-4.7% | $73,309-31.2% | $59,633-15.5% |
| Participation rate | 71.2% | 68.2%+3.0pp | 74.9%-3.7pp | 68.7%+2.6pp |
| Annual return | -1.99% | 12.20%-14.2pp | 5.67%-7.7pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $1,690 | $1,909-11.4% | $3,237-47.8% | $2,203-23.3% |
| Participant deferral / active EE | $3,573 | $4,069-12.2% | $4,991-28.4% | $3,192+11.9% |
| Admin fee / account holder | $185 | $3,835-95.2% | $5,635-96.7% | $4,297-95.7% |