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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,963 | $44,850-13.1% | $60,547-35.6% | $59,633-34.7% |
| Participation rate | 75.0% | 59.5%+15.5pp | 68.0%+7.0pp | 68.7%+6.3pp |
| Annual return | -0.54% | 1074.14%-1074.7pp | 335.64%-336.2pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $1,627 | $1,462+11.3% | $2,419-32.8% | $2,203-26.1% |
| Participant deferral / active EE | $3,081 | $2,230+38.2% | $3,328-7.4% | $3,192-3.5% |
| Admin fee / account holder | $236 | $3,635-93.5% | $4,536-94.8% | $4,297-94.5% |