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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,578 | $175,646-61.5% | $129,118-47.7% | $134,532-49.8% |
| Participation rate | 83.3% | 81.6%+1.8pp | 77.2%+6.1pp | 81.2%+2.1pp |
| Annual return | -15.66% | -11.39%-4.3pp | -10.94%-4.7pp | 418.27%-433.9pp |
| Employer contribution / active EE | $2,162 | $6,355-66.0% | $5,051-57.2% | $4,741-54.4% |
| Participant deferral / active EE | $3,400 | $7,970-57.3% | $6,539-48.0% | $6,401-46.9% |
| Admin fee / account holder | $0 | $23,578-100.0% | $14,305-100.0% | $11,429-100.0% |