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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,437 | $60,989-43.5% | $60,906-43.5% | $66,938-48.6% |
| Participation rate | 87.7% | 74.5%+13.2pp | 73.1%+14.6pp | 69.8%+17.8pp |
| Annual return | -10.93% | -9.60%-1.3pp | 16.94%-27.9pp | 1.58%-12.5pp |
| Employer contribution / active EE | $986 | $2,661-62.9% | $2,703-63.5% | $2,545-61.3% |
| Participant deferral / active EE | $1,808 | $3,615-50.0% | $3,814-52.6% | $4,238-57.3% |
| Admin fee / account holder | $0 | $338-100.0% | $3,227-100.0% | $594-100.0% |