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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,325 | $53,162-11.0% | $91,227-48.1% | $68,490-30.9% |
| Participation rate | 93.5% | 63.2%+30.3pp | 73.2%+20.4pp | 67.9%+25.7pp |
| Annual return | -17.08% | -3.14%-13.9pp | 114.14%-131.2pp | -7.85%-9.2pp |
| Employer contribution / active EE | $6,796 | $1,709+297.6% | $2,851+138.4% | $2,597+161.7% |
| Participant deferral / active EE | $4,017 | $2,974+35.1% | $4,234-5.1% | $4,028-0.3% |
| Admin fee / account holder | $40 | $4,493-99.1% | $5,423-99.3% | $5,403-99.3% |