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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,236 | $45,872-47.2% | $77,100-68.6% | $68,490-64.6% |
| Participation rate | 70.6% | 55.9%+14.7pp | 67.9%+2.7pp | 67.9%+2.7pp |
| Annual return | -18.32% | 1.73%-20.0pp | 42.35%-60.7pp | -7.85%-10.5pp |
| Employer contribution / active EE | $3,069 | $1,650+86.0% | $2,815+9.0% | $2,597+18.2% |
| Participant deferral / active EE | $5,928 | $2,963+100.1% | $4,430+33.8% | $4,028+47.2% |
| Admin fee / account holder | $137 | $3,041-95.5% | $5,443-97.5% | $5,403-97.5% |