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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,667 | $100,805-50.7% | $86,698-42.7% | $134,532-63.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -14.14% | 29.09%-43.2pp | 35.95%-50.1pp | 418.27%-432.4pp |
| Employer contribution / active EE | $1,359 | $3,490-61.0% | $2,837-52.1% | $4,741-71.3% |
| Participant deferral / active EE | $2,576 | $5,339-51.8% | $4,656-44.7% | $6,401-59.8% |
| Admin fee / account holder | $228 | $10,925-97.9% | $7,493-97.0% | $11,429-98.0% |