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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,720 | $95,915-46.1% | $79,580-35.0% | $134,532-61.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -19.07% | -2.71%-16.4pp | 0.15%-19.2pp | 418.27%-437.3pp |
| Employer contribution / active EE | $1,804 | $3,129-42.3% | $2,413-25.2% | $4,741-61.9% |
| Participant deferral / active EE | $5,087 | $4,693+8.4% | $3,985+27.6% | $6,401-20.5% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |