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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,600 | $99,032-18.6% | $80,022+0.7% | $135,380-40.5% |
| Participation rate | 94.4% | 78.4%+16.1pp | 75.8%+18.6pp | 82.6%+11.8pp |
| Annual return | -3.74% | 15.39%-19.1pp | 11.22%-15.0pp | 519.81%-523.5pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,175 | $4,282-49.2% | $3,686-41.0% | $5,609-61.2% |
| Admin fee / account holder | $139 | $10,436-98.7% | $6,521-97.9% | $10,828-98.7% |