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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,357 | $60,989-22.4% | $60,899-22.2% | $66,930-29.2% |
| Participation rate | 96.9% | 74.5%+22.4pp | 73.1%+23.8pp | 69.8%+27.1pp |
| Annual return | -15.52% | -9.60%-5.9pp | 16.92%-32.4pp | 1.57%-17.1pp |
| Employer contribution / active EE | $1,903 | $2,661-28.5% | $2,702-29.6% | $2,545-25.2% |
| Participant deferral / active EE | $1,655 | $3,615-54.2% | $3,817-56.6% | $4,238-60.9% |
| Admin fee / account holder | $0 | $338-100.0% | $3,225-100.0% | $593-100.0% |