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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,275 | $142,361-33.1% | $119,608-20.3% | $134,509-29.2% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -19.75% | -12.46%-7.3pp | -14.98%-4.8pp | 418.13%-437.9pp |
| Employer contribution / active EE | $4,277 | $5,224-18.1% | $4,232+1.1% | $4,741-9.8% |
| Participant deferral / active EE | $7,404 | $6,468+14.5% | $5,601+32.2% | $6,400+15.7% |
| Admin fee / account holder | $26 | $13,588-99.8% | $10,326-99.7% | $11,427-99.8% |