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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,635 | $105,867-55.0% | $90,760-47.5% | $134,532-64.6% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -17.00% | -10.99%-6.0pp | -12.16%-4.8pp | 418.27%-435.3pp |
| Employer contribution / active EE | $2,089 | $3,464-39.7% | $2,922-28.5% | $4,741-55.9% |
| Participant deferral / active EE | $4,892 | $5,217-6.2% | $4,565+7.2% | $6,401-23.6% |
| Admin fee / account holder | $242 | $13,936-98.3% | $8,444-97.1% | $11,429-97.9% |