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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,875 | $48,235-21.5% | $68,803-45.0% | $68,490-44.7% |
| Participation rate | 73.1% | 60.7%+12.4pp | 69.0%+4.1pp | 67.9%+5.2pp |
| Annual return | -18.31% | -12.70%-5.6pp | -6.37%-11.9pp | -7.85%-10.5pp |
| Employer contribution / active EE | $964 | $1,829-47.3% | $2,656-63.7% | $2,597-62.9% |
| Participant deferral / active EE | $1,426 | $2,867-50.3% | $3,942-63.8% | $4,028-64.6% |
| Admin fee / account holder | $98 | $4,361-97.8% | $4,936-98.0% | $5,403-98.2% |