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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,465 | $82,674-9.9% | $125,381-40.6% | $68,486+8.7% |
| Participation rate | 83.9% | 75.1%+8.8pp | 82.4%+1.5pp | 67.9%+16.0pp |
| Annual return | -17.15% | -5.97%-11.2pp | 572.31%-589.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,176 | $3,382-65.2% | $4,815-75.6% | $2,597-54.7% |
| Participant deferral / active EE | $6,000 | $6,111-1.8% | $7,448-19.4% | $4,028+49.0% |
| Admin fee / account holder | $281 | $6,277-95.5% | $10,007-97.2% | $5,404-94.8% |