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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,324 | $167,362-74.7% | $143,799-70.6% | $134,532-68.5% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -15.61% | 0.47%-16.1pp | -0.04%-15.6pp | 418.27%-433.9pp |
| Employer contribution / active EE | $4,899 | $5,620-12.8% | $4,952-1.1% | $4,741+3.3% |
| Participant deferral / active EE | $3,473 | $6,447-46.1% | $5,638-38.4% | $6,401-45.7% |
| Admin fee / account holder | $128 | $18,094-99.3% | $14,677-99.1% | $11,429-98.9% |