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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,432 | $142,409-49.8% | $119,634-40.3% | $134,545-46.9% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -18.04% | -12.46%-5.6pp | -14.98%-3.1pp | 418.37%-436.4pp |
| Employer contribution / active EE | $3,461 | $5,224-33.7% | $4,232-18.2% | $4,742-27.0% |
| Participant deferral / active EE | $7,326 | $6,468+13.3% | $5,601+30.8% | $6,401+14.4% |
| Admin fee / account holder | $235 | $13,594-98.3% | $10,329-97.7% | $11,431-97.9% |