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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,425 | $73,863-57.5% | $143,797-78.1% | $68,490-54.1% |
| Participation rate | 85.7% | 66.7%+19.0pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -6.64% | 0.91%-7.5pp | -0.04%-6.6pp | -7.85%+1.2pp |
| Employer contribution / active EE | $875 | $3,185-72.5% | $4,952-82.3% | $2,597-66.3% |
| Participant deferral / active EE | $2,088 | $3,385-38.3% | $5,638-63.0% | $4,028-48.2% |
| Admin fee / account holder | $142 | $5,756-97.5% | $14,679-99.0% | $5,403-97.4% |