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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,828 | $37,393-4.2% | $77,027-53.5% | $66,923-46.5% |
| Participation rate | 75.8% | 52.9%+22.9pp | 67.9%+7.8pp | 69.8%+6.0pp |
| Annual return | -13.96% | -3.29%-10.7pp | 42.32%-56.3pp | 1.58%-15.5pp |
| Employer contribution / active EE | $1,408 | $1,531-8.1% | $2,813-50.0% | $2,545-44.7% |
| Participant deferral / active EE | $3,141 | $2,617+20.0% | $4,427-29.0% | $4,237-25.9% |
| Admin fee / account holder | $0 | $567-100.0% | $5,425-100.0% | $593-100.0% |