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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,693 | $77,817-38.7% | $123,553-61.4% | $64,173-25.7% |
| Participation rate | 72.3% | 74.7%-2.4pp | 82.3%-10.0pp | 69.6%+2.7pp |
| Annual return | -5.58% | 12.49%-18.1pp | 119.21%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,084 | $3,014-64.0% | $4,628-76.6% | $2,381-54.5% |
| Participant deferral / active EE | $3,875 | $5,240-26.1% | $6,426-39.7% | $3,470+11.7% |
| Admin fee / account holder | $281 | $5,519-94.9% | $9,284-97.0% | $4,887-94.2% |