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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,373 | $95,917-22.5% | $79,583-6.5% | $134,545-44.7% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -11.42% | -2.70%-8.7pp | 0.16%-11.6pp | 418.37%-429.8pp |
| Employer contribution / active EE | $1,876 | $3,129-40.1% | $2,414-22.3% | $4,742-60.4% |
| Participant deferral / active EE | $4,559 | $4,694-2.9% | $3,986+14.4% | $6,401-28.8% |
| Admin fee / account holder | $176 | $9,132-98.1% | $6,835-97.4% | $11,431-98.5% |