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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,643 | $69,977-33.3% | $108,582-57.0% | $62,881-25.8% |
| Participation rate | 71.9% | 72.9%-1.0pp | 79.6%-7.7pp | 69.3%+2.6pp |
| Annual return | 8.59% | 10.73%-2.1pp | -51.70%+60.3pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,517 | $2,135-29.0% | $3,758-59.6% | $2,281-33.5% |
| Participant deferral / active EE | $4,057 | $3,165+28.2% | $4,311-5.9% | $3,203+26.7% |
| Admin fee / account holder | $169 | $5,076-96.7% | $7,645-97.8% | $4,296-96.1% |