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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,715 | $95,188-44.6% | $76,518-31.1% | $135,379-61.1% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -9.79% | 4.85%-14.6pp | -0.27%-9.5pp | 519.79%-529.6pp |
| Employer contribution / active EE | $9,719 | $3,303+194.3% | $2,647+267.1% | $4,779+103.4% |
| Participant deferral / active EE | $6,157 | $4,640+32.7% | $3,836+60.5% | $5,609+9.8% |
| Admin fee / account holder | $206 | $6,249-96.7% | $4,849-95.8% | $10,828-98.1% |