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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,692 | $95,915-48.2% | $79,580-37.6% | $134,532-63.1% |
| Participation rate | 92.9% | 75.0%+17.8pp | 69.5%+23.4pp | 81.2%+11.6pp |
| Annual return | -18.28% | -2.71%-15.6pp | 0.15%-18.4pp | 418.27%-436.5pp |
| Employer contribution / active EE | $3,165 | $3,129+1.1% | $2,413+31.1% | $4,741-33.3% |
| Participant deferral / active EE | $4,535 | $4,693-3.4% | $3,985+13.8% | $6,401-29.2% |
| Admin fee / account holder | $291 | $9,132-96.8% | $6,835-95.7% | $11,429-97.5% |