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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,663 | $48,267-75.8% | $68,794-83.0% | $68,495-83.0% |
| Participation rate | 96.6% | 60.7%+35.9pp | 69.0%+27.6pp | 67.9%+28.7pp |
| Annual return | -13.80% | -12.70%-1.1pp | -6.37%-7.4pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,080 | $1,829-40.9% | $2,656-59.3% | $2,596-58.4% |
| Participant deferral / active EE | $2,711 | $2,867-5.4% | $3,941-31.2% | $4,028-32.7% |
| Admin fee / account holder | $291 | $4,362-93.3% | $4,934-94.1% | $5,403-94.6% |