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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,918 | $152,527-63.3% | $117,490-52.4% | $134,493-58.4% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -17.60% | 53.00%-70.6pp | 29.75%-47.3pp | 418.01%-435.6pp |
| Employer contribution / active EE | $1,530 | $5,572-72.5% | $4,177-63.4% | $4,740-67.7% |
| Participant deferral / active EE | $3,478 | $4,818-27.8% | $4,071-14.6% | $6,400-45.7% |
| Admin fee / account holder | $298 | $7,005-95.7% | $5,646-94.7% | $11,425-97.4% |