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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,295 | $51,223-21.3% | $82,763-51.3% | $66,949-39.8% |
| Participation rate | 70.5% | 67.9%+2.6pp | 72.6%-2.0pp | 69.8%+0.7pp |
| Annual return | -11.86% | -9.85%-2.0pp | 702.45%-714.3pp | 1.57%-13.4pp |
| Employer contribution / active EE | $2,210 | $2,611-15.4% | $3,008-26.5% | $2,545-13.2% |
| Participant deferral / active EE | $2,309 | $3,460-33.3% | $4,395-47.5% | $4,239-45.5% |
| Admin fee / account holder | $0 | $415-100.0% | $5,325-100.0% | $594-100.0% |