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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,380 | $64,719-36.1% | $112,249-63.1% | $68,486-39.6% |
| Participation rate | 94.3% | 67.2%+27.1pp | 75.1%+19.2pp | 67.9%+26.4pp |
| Annual return | -8.67% | -11.40%+2.7pp | 27.48%-36.2pp | -7.85%-0.8pp |
| Employer contribution / active EE | $3,897 | $2,747+41.9% | $3,636+7.2% | $2,597+50.1% |
| Participant deferral / active EE | $9,621 | $3,565+169.9% | $4,729+103.4% | $4,028+138.9% |
| Admin fee / account holder | $12 | $5,232-99.8% | $6,412-99.8% | $5,404-99.8% |