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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,815 | $42,917-28.2% | $60,899-49.4% | $68,495-55.0% |
| Participation rate | 92.8% | 66.8%+26.0pp | 73.1%+19.6pp | 67.9%+24.9pp |
| Annual return | -10.59% | -13.99%+3.4pp | 16.92%-27.5pp | -7.84%-2.7pp |
| Employer contribution / active EE | $1,776 | $1,979-10.3% | $2,702-34.3% | $2,596-31.6% |
| Participant deferral / active EE | $4,674 | $2,867+63.0% | $3,817+22.4% | $4,028+16.0% |
| Admin fee / account holder | $2 | $3,102-99.9% | $3,225-99.9% | $5,403-100.0% |