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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,425 | $77,817-63.5% | $123,553-77.0% | $64,173-55.7% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -6.83% | 12.49%-19.3pp | 119.21%-126.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,395 | $3,014+12.6% | $4,628-26.7% | $2,381+42.6% |
| Participant deferral / active EE | $4,894 | $5,240-6.6% | $6,426-23.8% | $3,470+41.1% |
| Admin fee / account holder | $152 | $5,519-97.2% | $9,284-98.4% | $4,887-96.9% |