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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,271 | $46,332-49.8% | $143,799-83.8% | $64,819-64.1% |
| Participation rate | 75.3% | 64.2%+11.1pp | 80.3%-5.0pp | 71.5%+3.9pp |
| Annual return | -13.42% | -10.05%-3.4pp | -0.04%-13.4pp | 32.84%-46.3pp |
| Employer contribution / active EE | $1,989 | $1,911+4.1% | $4,952-59.8% | $2,507-20.7% |
| Participant deferral / active EE | $4,389 | $2,647+65.8% | $5,638-22.2% | $4,311+1.8% |
| Admin fee / account holder | $25 | $154-83.6% | $14,677-99.8% | $188-86.6% |