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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,919 | $64,719-52.2% | $112,249-72.5% | $68,486-54.9% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -18.80% | -11.40%-7.4pp | 27.48%-46.3pp | -7.85%-10.9pp |
| Employer contribution / active EE | $2,288 | $2,747-16.7% | $3,636-37.1% | $2,597-11.9% |
| Participant deferral / active EE | $5,559 | $3,565+55.9% | $4,729+17.5% | $4,028+38.0% |
| Admin fee / account holder | $174 | $5,232-96.7% | $6,412-97.3% | $5,404-96.8% |