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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,820 | $129,959-8.6% | $104,301+13.9% | $134,532-11.7% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -20.09% | 42.04%-62.1pp | 24.61%-44.7pp | 418.27%-438.4pp |
| Employer contribution / active EE | $2,018 | $4,185-51.8% | $3,373-40.2% | $4,741-57.4% |
| Participant deferral / active EE | $4,645 | $5,589-16.9% | $4,626+0.4% | $6,401-27.4% |
| Admin fee / account holder | $144 | $9,325-98.5% | $7,340-98.0% | $11,429-98.7% |