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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,355 | $110,083-52.4% | $151,645-65.5% | $68,490-23.6% |
| Participation rate | 81.6% | 84.0%-2.4pp | 87.5%-5.9pp | 67.9%+13.7pp |
| Annual return | -18.25% | -10.12%-8.1pp | 3.34%-21.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $4,037 | $4,470-9.7% | $6,165-34.5% | $2,597+55.5% |
| Participant deferral / active EE | $14,385 | $6,526+120.4% | $8,363+72.0% | $4,028+257.2% |
| Admin fee / account holder | $42 | $7,718-99.5% | $11,614-99.6% | $5,403-99.2% |