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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,089 | $73,839-71.4% | $143,788-85.3% | $68,495-69.2% |
| Participation rate | 80.8% | 66.7%+14.1pp | 80.3%+0.5pp | 67.9%+12.9pp |
| Annual return | -17.16% | 1.01%-18.2pp | -0.03%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,925 | $3,184-8.1% | $4,952-40.9% | $2,596+12.7% |
| Participant deferral / active EE | $3,070 | $3,384-9.3% | $5,638-45.6% | $4,028-23.8% |
| Admin fee / account holder | $234 | $5,755-95.9% | $14,675-98.4% | $5,403-95.7% |