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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,205 | $87,544-28.9% | $75,784-17.9% | $125,388-50.4% |
| Participation rate | 71.4% | 80.2%-8.7pp | 75.8%-4.4pp | 83.2%-11.8pp |
| Annual return | -1.62% | 13.49%-15.1pp | 9.68%-11.3pp | 282.24%-283.9pp |
| Employer contribution / active EE | $2,867 | $3,930-27.1% | $3,323-13.7% | $4,866-41.1% |
| Participant deferral / active EE | $6,482 | $4,229+53.2% | $3,652+77.5% | $5,352+21.1% |
| Admin fee / account holder | $124 | $6,502-98.1% | $5,300-97.7% | $9,541-98.7% |