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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,503 | $72,177-60.5% | $115,038-75.2% | $59,633-52.2% |
| Participation rate | 82.2% | 72.6%+9.7pp | 81.4%+0.9pp | 68.7%+13.6pp |
| Annual return | -0.34% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $2,565 | $2,841-9.7% | $4,608-44.3% | $2,203+16.5% |
| Participant deferral / active EE | $4,790 | $4,783+0.2% | $6,026-20.5% | $3,192+50.1% |
| Admin fee / account holder | $199 | $4,927-96.0% | $8,175-97.6% | $4,297-95.4% |