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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,159 | $100,811-3.6% | $86,698+12.1% | $134,545-27.8% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -17.93% | 29.11%-47.0pp | 35.96%-53.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $932 | $3,490-73.3% | $2,837-67.1% | $4,742-80.3% |
| Participant deferral / active EE | $3,601 | $5,339-32.6% | $4,656-22.7% | $6,401-43.7% |
| Admin fee / account holder | $15 | $10,926-99.9% | $7,492-99.8% | $11,431-99.9% |