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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,618 | $95,915-70.2% | $79,580-64.0% | $134,532-78.7% |
| Participation rate | 76.2% | 75.0%+1.1pp | 69.5%+6.7pp | 81.2%-5.0pp |
| Annual return | -20.05% | -2.71%-17.3pp | 0.15%-20.2pp | 418.27%-438.3pp |
| Employer contribution / active EE | $2,661 | $3,129-15.0% | $2,413+10.3% | $4,741-43.9% |
| Participant deferral / active EE | $5,691 | $4,693+21.2% | $3,985+42.8% | $6,401-11.1% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |