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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,769 | $71,878-51.6% | $86,698-59.9% | $68,486-49.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.74% | 3.53%-20.3pp | 35.95%-52.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $3,125 | $2,173+43.8% | $2,837+10.2% | $2,597+20.3% |
| Participant deferral / active EE | $2,357 | $3,779-37.6% | $4,656-49.4% | $4,028-41.5% |
| Admin fee / account holder | $279 | $6,113-95.4% | $7,493-96.3% | $5,404-94.8% |