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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,819 | $87,546-65.9% | $75,784-60.7% | $125,389-76.2% |
| Participation rate | 88.9% | 80.2%+8.7pp | 75.8%+13.1pp | 83.2%+5.7pp |
| Annual return | -1.06% | 13.49%-14.5pp | 9.68%-10.7pp | 282.24%-283.3pp |
| Employer contribution / active EE | $2,919 | $3,930-25.7% | $3,323-12.2% | $4,866-40.0% |
| Participant deferral / active EE | $3,226 | $4,230-23.7% | $3,652-11.6% | $5,352-39.7% |
| Admin fee / account holder | $39 | $6,503-99.4% | $5,300-99.3% | $9,541-99.6% |