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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,225 | $50,947-5.3% | $74,551-35.3% | $64,173-24.9% |
| Participation rate | 79.4% | 61.1%+18.4pp | 69.1%+10.3pp | 69.6%+9.8pp |
| Annual return | -5.43% | -1.85%-3.6pp | 32.53%-38.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,222 | $1,115+9.6% | $1,961-37.7% | $2,381-48.7% |
| Participant deferral / active EE | $4,206 | $2,302+82.7% | $3,108+35.3% | $3,470+21.2% |
| Admin fee / account holder | $38 | $4,221-99.1% | $5,059-99.3% | $4,887-99.2% |