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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,754 | $95,915-36.7% | $79,580-23.7% | $134,532-54.8% |
| Participation rate | 70.6% | 75.0%-4.5pp | 69.5%+1.1pp | 81.2%-10.6pp |
| Annual return | -8.31% | -2.71%-5.6pp | 0.15%-8.5pp | 418.27%-426.6pp |
| Employer contribution / active EE | $1,748 | $3,129-44.1% | $2,413-27.6% | $4,741-63.1% |
| Participant deferral / active EE | $5,071 | $4,693+8.0% | $3,985+27.2% | $6,401-20.8% |
| Admin fee / account holder | $206 | $9,132-97.7% | $6,835-97.0% | $11,429-98.2% |