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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,401 | $73,863+90.1% | $143,797-2.4% | $68,490+105.0% |
| Participation rate | 71.4% | 66.7%+4.8pp | 80.3%-8.9pp | 67.9%+3.5pp |
| Annual return | -16.55% | 0.91%-17.5pp | -0.04%-16.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,899 | $3,185-40.4% | $4,952-61.7% | $2,597-26.9% |
| Participant deferral / active EE | $3,729 | $3,385+10.2% | $5,638-33.9% | $4,028-7.4% |
| Admin fee / account holder | $79 | $5,756-98.6% | $14,679-99.5% | $5,403-98.5% |