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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,842 | $167,353-75.6% | $143,797-71.6% | $134,545-69.6% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -17.50% | 0.48%-18.0pp | -0.04%-17.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $2,600 | $5,620-53.7% | $4,952-47.5% | $4,742-45.2% |
| Participant deferral / active EE | $3,842 | $6,447-40.4% | $5,638-31.9% | $6,401-40.0% |
| Admin fee / account holder | $119 | $18,096-99.3% | $14,679-99.2% | $11,431-99.0% |