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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,834 | $95,188-57.1% | $76,518-46.6% | $135,380-69.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -6.26% | 4.85%-11.1pp | -0.27%-6.0pp | 519.81%-526.1pp |
| Employer contribution / active EE | $2,473 | $3,303-25.1% | $2,647-6.6% | $4,779-48.3% |
| Participant deferral / active EE | $5,660 | $4,640+22.0% | $3,836+47.6% | $5,609+0.9% |
| Admin fee / account holder | $13 | $6,249-99.8% | $4,849-99.7% | $10,828-99.9% |