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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,868 | $99,032-32.5% | $80,022-16.4% | $135,380-50.6% |
| Participation rate | 70.6% | 78.4%-7.8pp | 75.8%-5.2pp | 82.6%-12.1pp |
| Annual return | -7.60% | 15.39%-23.0pp | 11.22%-18.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $2,186 | $3,043-28.2% | $2,468-11.4% | $4,779-54.2% |
| Participant deferral / active EE | $6,320 | $4,282+47.6% | $3,686+71.5% | $5,609+12.7% |
| Admin fee / account holder | $241 | $10,436-97.7% | $6,521-96.3% | $10,828-97.8% |