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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,836 | $87,544-57.9% | $75,784-51.4% | $125,388-70.6% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | -2.39% | 13.49%-15.9pp | 9.68%-12.1pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,671 | $4,229-13.2% | $3,652+0.5% | $5,352-31.4% |
| Admin fee / account holder | $277 | $6,502-95.7% | $5,300-94.8% | $9,541-97.1% |