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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,565 | $50,947+9.1% | $74,551-25.5% | $64,173-13.4% |
| Participation rate | 75.5% | 61.1%+14.4pp | 69.1%+6.4pp | 69.6%+5.9pp |
| Annual return | -6.17% | -1.85%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $794 | $1,115-28.8% | $1,961-59.5% | $2,381-66.6% |
| Participant deferral / active EE | $1,821 | $2,302-20.9% | $3,108-41.4% | $3,470-47.5% |
| Admin fee / account holder | $75 | $4,221-98.2% | $5,059-98.5% | $4,887-98.5% |