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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,903 | $42,383+24.8% | $76,518-30.9% | $64,173-17.6% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -8.54% | -16.54%+8.0pp | -0.27%-8.3pp | 7.63%-16.2pp |
| Employer contribution / active EE | $3,906 | $1,563+149.9% | $2,647+47.6% | $2,381+64.1% |
| Participant deferral / active EE | $2,635 | $2,566+2.7% | $3,836-31.3% | $3,470-24.1% |
| Admin fee / account holder | $146 | $3,198-95.4% | $4,849-97.0% | $4,887-97.0% |