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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,306 | $87,544-40.3% | $75,784-31.0% | $125,388-58.3% |
| Participation rate | 89.5% | 80.2%+9.3pp | 75.8%+13.7pp | 83.2%+6.3pp |
| Annual return | -1.63% | 13.49%-15.1pp | 9.68%-11.3pp | 282.24%-283.9pp |
| Employer contribution / active EE | $1,362 | $3,930-65.3% | $3,323-59.0% | $4,866-72.0% |
| Participant deferral / active EE | $2,963 | $4,229-29.9% | $3,652-18.8% | $5,352-44.6% |
| Admin fee / account holder | $100 | $6,502-98.5% | $5,300-98.1% | $9,541-99.0% |