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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,901 | $42,383-64.8% | $76,518-80.5% | $64,173-76.8% |
| Participation rate | 89.7% | 58.1%+31.5pp | 68.0%+21.7pp | 69.6%+20.1pp |
| Annual return | -8.46% | -16.54%+8.1pp | -0.27%-8.2pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,934 | $1,563+23.7% | $2,647-26.9% | $2,381-18.7% |
| Participant deferral / active EE | $3,776 | $2,566+47.1% | $3,836-1.6% | $3,470+8.8% |
| Admin fee / account holder | $85 | $3,198-97.4% | $4,849-98.3% | $4,887-98.3% |