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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,817 | $95,895-67.9% | $79,576-61.3% | $134,509-77.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -19.40% | -2.72%-16.7pp | 0.15%-19.5pp | 418.13%-437.5pp |
| Employer contribution / active EE | $2,456 | $3,128-21.5% | $2,413+1.8% | $4,741-48.2% |
| Participant deferral / active EE | $4,858 | $4,693+3.5% | $3,985+21.9% | $6,400-24.1% |
| Admin fee / account holder | $16 | $9,129-99.8% | $6,834-99.8% | $11,427-99.9% |