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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,789 | $167,353-75.6% | $143,797-71.6% | $134,545-69.7% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -17.54% | 0.48%-18.0pp | -0.04%-17.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $4,699 | $5,620-16.4% | $4,952-5.1% | $4,742-0.9% |
| Participant deferral / active EE | $4,583 | $6,447-28.9% | $5,638-18.7% | $6,401-28.4% |
| Admin fee / account holder | $14 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |