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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,135 | $64,719-33.4% | $112,249-61.6% | $68,486-37.0% |
| Participation rate | 96.6% | 67.2%+29.4pp | 75.1%+21.5pp | 67.9%+28.7pp |
| Annual return | -17.20% | -11.40%-5.8pp | 27.48%-44.7pp | -7.85%-9.3pp |
| Employer contribution / active EE | $3,492 | $2,747+27.1% | $3,636-4.0% | $2,597+34.5% |
| Participant deferral / active EE | $2,762 | $3,565-22.5% | $4,729-41.6% | $4,028-31.4% |
| Admin fee / account holder | $180 | $5,232-96.6% | $6,412-97.2% | $5,404-96.7% |