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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,220 | $107,809-51.6% | $90,657-42.4% | $135,380-61.4% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.0%+9.3pp | 82.6%+0.7pp |
| Annual return | -7.31% | -0.90%-6.4pp | 1.89%-9.2pp | 519.81%-527.1pp |
| Employer contribution / active EE | $4,993 | $3,018+65.4% | $2,532+97.2% | $4,779+4.5% |
| Participant deferral / active EE | $4,028 | $3,872+4.0% | $3,424+17.6% | $5,609-28.2% |
| Admin fee / account holder | $15 | $5,931-99.7% | $4,994-99.7% | $10,828-99.9% |