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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,383 | $81,870-28.7% | $119,622-51.2% | $68,486-14.8% |
| Participation rate | 77.1% | 71.9%+5.2pp | 79.3%-2.1pp | 67.9%+9.2pp |
| Annual return | -14.30% | -23.82%+9.5pp | -14.98%+0.7pp | -7.85%-6.4pp |
| Employer contribution / active EE | $2,451 | $2,692-8.9% | $4,232-42.1% | $2,597-5.6% |
| Participant deferral / active EE | $5,436 | $4,148+31.1% | $5,601-2.9% | $4,028+35.0% |
| Admin fee / account holder | $188 | $6,583-97.1% | $10,328-98.2% | $5,404-96.5% |