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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,054 | $100,805-4.7% | $86,698+10.8% | $134,532-28.6% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -17.10% | 29.09%-46.2pp | 35.95%-53.0pp | 418.27%-435.4pp |
| Employer contribution / active EE | $1,875 | $3,490-46.3% | $2,837-33.9% | $4,741-60.4% |
| Participant deferral / active EE | $3,580 | $5,339-33.0% | $4,656-23.1% | $6,401-44.1% |
| Admin fee / account holder | $43 | $10,925-99.6% | $7,493-99.4% | $11,429-99.6% |