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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,105 | $86,692-35.3% | $119,634-53.1% | $66,949-16.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -17.46% | -8.00%-9.5pp | -14.98%-2.5pp | 1.57%-19.0pp |
| Employer contribution / active EE | $3,358 | $2,536+32.4% | $4,232-20.7% | $2,545+31.9% |
| Participant deferral / active EE | $2,531 | $4,360-41.9% | $5,601-54.8% | $4,239-40.3% |
| Admin fee / account holder | $5 | $755-99.3% | $10,329-100.0% | $594-99.2% |