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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,264 | $64,719-64.1% | $112,249-79.3% | $68,486-66.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -9.99% | -11.40%+1.4pp | 27.48%-37.5pp | -7.85%-2.1pp |
| Employer contribution / active EE | $3,653 | $2,747+33.0% | $3,636+0.5% | $2,597+40.7% |
| Participant deferral / active EE | $3,743 | $3,565+5.0% | $4,729-20.9% | $4,028-7.1% |
| Admin fee / account holder | $89 | $5,232-98.3% | $6,412-98.6% | $5,404-98.4% |