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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,409 | $133,998-16.9% | $112,263-0.8% | $134,545-17.2% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.5pp |
| Annual return | -18.57% | 47.17%-65.7pp | 27.49%-46.1pp | 418.37%-436.9pp |
| Employer contribution / active EE | $1,899 | $4,040-53.0% | $3,636-47.8% | $4,742-60.0% |
| Participant deferral / active EE | $7,975 | $5,292+50.7% | $4,729+68.6% | $6,401+24.6% |
| Admin fee / account holder | $48 | $7,493-99.4% | $6,410-99.2% | $11,431-99.6% |