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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,666 | $71,878-54.6% | $86,698-62.3% | $68,486-52.3% |
| Participation rate | 76.9% | 72.2%+4.7pp | 76.6%+0.3pp | 67.9%+9.0pp |
| Annual return | -15.05% | 3.53%-18.6pp | 35.95%-51.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $2,371 | $2,173+9.1% | $2,837-16.4% | $2,597-8.7% |
| Participant deferral / active EE | $4,306 | $3,779+14.0% | $4,656-7.5% | $4,028+6.9% |
| Admin fee / account holder | $45 | $6,113-99.3% | $7,493-99.4% | $5,404-99.2% |