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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,049 | $99,032-45.4% | $80,022-32.5% | $135,380-60.1% |
| Participation rate | 87.5% | 78.4%+9.1pp | 75.8%+11.7pp | 82.6%+4.9pp |
| Annual return | -6.07% | 15.39%-21.5pp | 11.22%-17.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $1,877 | $3,043-38.3% | $2,468-23.9% | $4,779-60.7% |
| Participant deferral / active EE | $6,181 | $4,282+44.4% | $3,686+67.7% | $5,609+10.2% |
| Admin fee / account holder | $15 | $10,436-99.9% | $6,521-99.8% | $10,828-99.9% |