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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,778 | $95,917-62.7% | $79,583-55.0% | $134,545-73.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -11.31% | -2.70%-8.6pp | 0.16%-11.5pp | 418.37%-429.7pp |
| Employer contribution / active EE | $3,422 | $3,129+9.4% | $2,414+41.8% | $4,742-27.8% |
| Participant deferral / active EE | $10,800 | $4,694+130.1% | $3,986+171.0% | $6,401+68.7% |
| Admin fee / account holder | $158 | $9,132-98.3% | $6,835-97.7% | $11,431-98.6% |