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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,010 | $99,032-22.2% | $80,022-3.8% | $135,379-43.1% |
| Participation rate | 77.8% | 78.4%-0.6pp | 75.8%+1.9pp | 82.6%-4.9pp |
| Annual return | -7.60% | 15.39%-23.0pp | 11.22%-18.8pp | 519.79%-527.4pp |
| Employer contribution / active EE | $543 | $3,043-82.2% | $2,468-78.0% | $4,779-88.6% |
| Participant deferral / active EE | $2,594 | $4,282-39.4% | $3,686-29.6% | $5,609-53.7% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |