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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,799 | $48,267-71.4% | $68,808-79.9% | $68,486-79.9% |
| Participation rate | 80.0% | 60.7%+19.3pp | 69.0%+11.0pp | 67.9%+12.1pp |
| Annual return | -15.76% | -12.70%-3.1pp | -6.37%-9.4pp | -7.85%-7.9pp |
| Employer contribution / active EE | $2,766 | $1,829+51.2% | $2,656+4.1% | $2,597+6.5% |
| Participant deferral / active EE | $4,530 | $2,867+58.0% | $3,942+14.9% | $4,028+12.5% |
| Admin fee / account holder | $260 | $4,362-94.0% | $4,936-94.7% | $5,404-95.2% |