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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,565 | $211,946-62.9% | $169,452-53.6% | $135,380-42.0% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -6.15% | 3.26%-9.4pp | 1.83%-8.0pp | 519.81%-526.0pp |
| Employer contribution / active EE | $2,143 | $5,117-58.1% | $4,157-48.5% | $4,779-55.2% |
| Participant deferral / active EE | $2,761 | $6,075-54.6% | $5,277-47.7% | $5,609-50.8% |
| Admin fee / account holder | $220 | $11,472-98.1% | $9,110-97.6% | $10,828-98.0% |