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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,215 | $64,729-62.6% | $112,263-78.4% | $68,490-64.6% |
| Participation rate | 96.3% | 67.2%+29.1pp | 75.1%+21.2pp | 67.9%+28.4pp |
| Annual return | -16.25% | -11.40%-4.9pp | 27.49%-43.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $4,597 | $2,746+67.4% | $3,636+26.4% | $2,597+77.0% |
| Participant deferral / active EE | $3,714 | $3,566+4.2% | $4,729-21.5% | $4,028-7.8% |
| Admin fee / account holder | $282 | $5,222-94.6% | $6,410-95.6% | $5,403-94.8% |