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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,443 | $73,863-22.2% | $143,797-60.1% | $68,490-16.1% |
| Participation rate | 88.5% | 66.7%+21.8pp | 80.3%+8.1pp | 67.9%+20.6pp |
| Annual return | -8.45% | 0.91%-9.4pp | -0.04%-8.4pp | -7.85%-0.6pp |
| Employer contribution / active EE | $1,514 | $3,185-52.5% | $4,952-69.4% | $2,597-41.7% |
| Participant deferral / active EE | $4,145 | $3,385+22.5% | $5,638-26.5% | $4,028+2.9% |
| Admin fee / account holder | $240 | $5,756-95.8% | $14,679-98.4% | $5,403-95.6% |