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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,627 | $81,870-15.0% | $119,608-41.8% | $68,495+1.7% |
| Participation rate | 85.7% | 71.9%+13.8pp | 79.3%+6.5pp | 67.9%+17.8pp |
| Annual return | -16.54% | -23.82%+7.3pp | -14.98%-1.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,634 | $2,692-39.3% | $4,232-61.4% | $2,596-37.1% |
| Participant deferral / active EE | $3,306 | $4,148-20.3% | $5,601-41.0% | $4,028-17.9% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,326-100.0% | $5,403-100.0% |