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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,899 | $53,162-17.4% | $91,227-51.9% | $68,490-35.9% |
| Participation rate | 72.4% | 63.2%+9.2pp | 73.2%-0.8pp | 67.9%+4.5pp |
| Annual return | -19.78% | -3.14%-16.6pp | 114.14%-133.9pp | -7.85%-11.9pp |
| Employer contribution / active EE | $6,252 | $1,709+265.7% | $2,851+119.3% | $2,597+140.8% |
| Participant deferral / active EE | $2,738 | $2,974-7.9% | $4,234-35.3% | $4,028-32.0% |
| Admin fee / account holder | $15 | $4,493-99.7% | $5,423-99.7% | $5,403-99.7% |