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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,981 | $59,813-14.8% | $79,580-35.9% | $68,486-25.6% |
| Participation rate | 81.5% | 61.1%+20.4pp | 69.5%+12.0pp | 67.9%+13.6pp |
| Annual return | -17.53% | -12.30%-5.2pp | 0.15%-17.7pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,490 | $1,505-1.0% | $2,413-38.2% | $2,597-42.6% |
| Participant deferral / active EE | $2,728 | $3,024-9.8% | $3,985-31.6% | $4,028-32.3% |
| Admin fee / account holder | $187 | $4,835-96.1% | $6,835-97.3% | $5,404-96.5% |