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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,514 | $95,915-1.5% | $79,580+18.8% | $134,532-29.7% |
| Participation rate | 88.9% | 75.0%+13.8pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | -15.11% | -2.71%-12.4pp | 0.15%-15.3pp | 418.27%-433.4pp |
| Employer contribution / active EE | $1,747 | $3,129-44.2% | $2,413-27.6% | $4,741-63.1% |
| Participant deferral / active EE | $4,797 | $4,693+2.2% | $3,985+20.4% | $6,401-25.1% |
| Admin fee / account holder | $174 | $9,132-98.1% | $6,835-97.5% | $11,429-98.5% |