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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,624 | $113,941-57.3% | $94,229-48.4% | $125,389-61.2% |
| Participation rate | 85.7% | 82.9%+2.8pp | 78.8%+6.9pp | 83.2%+2.5pp |
| Annual return | -2.33% | 5.29%-7.6pp | 10.68%-13.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $1,946 | $4,727-58.8% | $3,587-45.7% | $4,866-60.0% |
| Participant deferral / active EE | $4,274 | $5,179-17.5% | $4,320-1.1% | $5,352-20.1% |
| Admin fee / account holder | $66 | $8,392-99.2% | $6,269-98.9% | $9,541-99.3% |