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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,871 | $92,219-3.6% | $76,767+15.8% | $135,380-34.4% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -5.57% | 5.46%-11.0pp | 2.43%-8.0pp | 519.81%-525.4pp |
| Employer contribution / active EE | $3,402 | $3,216+5.8% | $2,485+36.9% | $4,779-28.8% |
| Participant deferral / active EE | $3,087 | $4,508-31.5% | $3,852-19.8% | $5,609-45.0% |
| Admin fee / account holder | $3 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |