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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,987 | $158,852-72.3% | $121,220-63.7% | $135,379-67.5% |
| Participation rate | 81.8% | 79.3%+2.5pp | 71.8%+10.1pp | 82.6%-0.8pp |
| Annual return | -7.67% | -0.64%-7.0pp | 16.94%-24.6pp | 519.79%-527.5pp |
| Employer contribution / active EE | $1,028 | $5,666-81.9% | $4,023-74.4% | $4,779-78.5% |
| Participant deferral / active EE | $4,811 | $4,006+20.1% | $3,345+43.8% | $5,609-14.2% |
| Admin fee / account holder | $210 | $6,515-96.8% | $5,021-95.8% | $10,828-98.1% |