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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,475 | $82,324-14.4% | $68,803+2.4% | $134,545-47.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -16.53% | -2.17%-14.4pp | -6.37%-10.2pp | 418.37%-434.9pp |
| Employer contribution / active EE | $1,756 | $3,302-46.8% | $2,656-33.9% | $4,742-63.0% |
| Participant deferral / active EE | $3,188 | $4,740-32.7% | $3,942-19.1% | $6,401-50.2% |
| Admin fee / account holder | $0 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |