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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,896 | $105,866-49.1% | $90,766-40.6% | $134,545-59.9% |
| Participation rate | 71.4% | 78.3%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -12.51% | -10.99%-1.5pp | -12.16%-0.3pp | 418.37%-430.9pp |
| Employer contribution / active EE | $1,833 | $3,464-47.1% | $2,922-37.3% | $4,742-61.3% |
| Participant deferral / active EE | $5,259 | $5,217+0.8% | $4,565+15.2% | $6,401-17.8% |
| Admin fee / account holder | $191 | $13,938-98.6% | $8,446-97.7% | $11,431-98.3% |