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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,868 | $142,392-19.3% | $119,622-4.0% | $134,532-14.6% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -15.44% | -12.46%-3.0pp | -14.98%-0.5pp | 418.27%-433.7pp |
| Employer contribution / active EE | $2,337 | $5,224-55.3% | $4,232-44.8% | $4,741-50.7% |
| Participant deferral / active EE | $9,235 | $6,467+42.8% | $5,601+64.9% | $6,401+44.3% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |