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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,944 | $40,275-55.4% | $57,356-68.7% | $59,633-69.9% |
| Participation rate | 73.8% | 69.1%+4.7pp | 75.1%-1.3pp | 68.7%+5.1pp |
| Annual return | -0.54% | 27.52%-28.1pp | 24.41%-25.0pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $1,779 | $1,921-7.4% | $2,689-33.8% | $2,203-19.2% |
| Participant deferral / active EE | $2,657 | $2,400+10.7% | $3,162-15.9% | $3,192-16.7% |
| Admin fee / account holder | $99 | $2,820-96.5% | $3,357-97.0% | $4,297-97.7% |