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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,161 | $64,871-56.6% | $129,118-78.2% | $66,949-57.9% |
| Participation rate | 96.8% | 74.0%+22.9pp | 77.2%+19.6pp | 69.8%+27.0pp |
| Annual return | -14.33% | -12.21%-2.1pp | -10.94%-3.4pp | 1.57%-15.9pp |
| Employer contribution / active EE | $6,453 | $3,741+72.5% | $5,051+27.7% | $2,545+153.5% |
| Participant deferral / active EE | $8,939 | $5,090+75.6% | $6,539+36.7% | $4,239+110.9% |
| Admin fee / account holder | $108 | $629-82.8% | $14,305-99.2% | $594-81.8% |