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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,390 | $127,387-68.3% | $115,038-64.9% | $125,389-67.8% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -1.74% | 31.28%-33.0pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,747 | $5,166-66.2% | $4,608-62.1% | $4,866-64.1% |
| Participant deferral / active EE | $4,140 | $6,423-35.5% | $6,026-31.3% | $5,352-22.6% |
| Admin fee / account holder | $12 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |