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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,254 | $90,448-37.8% | $93,786-40.0% | $134,545-58.2% |
| Participation rate | 85.7% | 82.0%+3.7pp | 81.0%+4.7pp | 81.2%+4.5pp |
| Annual return | -19.20% | -15.71%-3.5pp | -11.32%-7.9pp | 418.37%-437.6pp |
| Employer contribution / active EE | $4,238 | $4,349-2.5% | $4,328-2.1% | $4,742-10.6% |
| Participant deferral / active EE | $8,940 | $5,983+49.4% | $6,100+46.6% | $6,401+39.7% |
| Admin fee / account holder | $0 | $9,232-100.0% | $7,184-100.0% | $11,431-100.0% |