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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,992 | $97,020-18.6% | $83,322-5.2% | $135,379-41.7% |
| Participation rate | 85.7% | 80.4%+5.3pp | 77.8%+8.0pp | 82.6%+3.1pp |
| Annual return | -7.53% | 12.31%-19.8pp | 10.64%-18.2pp | 519.79%-527.3pp |
| Employer contribution / active EE | $1,854 | $4,144-55.3% | $3,379-45.1% | $4,779-61.2% |
| Participant deferral / active EE | $4,504 | $5,964-24.5% | $5,565-19.1% | $5,609-19.7% |
| Admin fee / account holder | $5 | $8,426-99.9% | $7,540-99.9% | $10,828-100.0% |