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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,812 | $45,872-4.5% | $77,081-43.2% | $68,495-36.0% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -17.97% | 1.73%-19.7pp | 42.33%-60.3pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,748 | $1,650+5.9% | $2,813-37.9% | $2,596-32.7% |
| Participant deferral / active EE | $2,650 | $2,963-10.6% | $4,428-40.2% | $4,028-34.2% |
| Admin fee / account holder | $88 | $3,041-97.1% | $5,427-98.4% | $5,403-98.4% |