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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,935 | $85,790-59.3% | $67,313-48.1% | $135,380-74.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -7.15% | -0.54%-6.6pp | -4.08%-3.1pp | 519.81%-527.0pp |
| Employer contribution / active EE | $2,783 | $3,487-20.2% | $2,566+8.5% | $4,779-41.8% |
| Participant deferral / active EE | $2,649 | $4,651-43.0% | $3,568-25.8% | $5,609-52.8% |
| Admin fee / account holder | $255 | $6,392-96.0% | $4,507-94.4% | $10,828-97.6% |