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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,553 | $57,352-46.7% | $83,831-63.6% | $64,173-52.4% |
| Participation rate | 84.0% | 68.6%+15.4pp | 76.1%+7.9pp | 69.6%+14.4pp |
| Annual return | -5.85% | 11.38%-17.2pp | 850.99%-856.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,123 | $2,546-16.6% | $3,631-41.5% | $2,381-10.8% |
| Participant deferral / active EE | $3,743 | $2,993+25.1% | $4,082-8.3% | $3,470+7.9% |
| Admin fee / account holder | $151 | $4,046-96.3% | $5,479-97.2% | $4,887-96.9% |