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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,566 | $81,870-66.3% | $119,634-77.0% | $68,490-59.8% |
| Participation rate | 96.2% | 71.9%+24.3pp | 79.3%+16.9pp | 67.9%+28.3pp |
| Annual return | -13.30% | -23.82%+10.5pp | -14.98%+1.7pp | -7.85%-5.4pp |
| Employer contribution / active EE | $2,829 | $2,692+5.1% | $4,232-33.2% | $2,597+9.0% |
| Participant deferral / active EE | $6,978 | $4,148+68.2% | $5,601+24.6% | $4,028+73.2% |
| Admin fee / account holder | $26 | $6,583-99.6% | $10,329-99.7% | $5,403-99.5% |