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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,461 | $167,362-62.7% | $143,799-56.6% | $134,532-53.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -18.79% | 0.47%-19.3pp | -0.04%-18.7pp | 418.27%-437.1pp |
| Employer contribution / active EE | $2,705 | $5,620-51.9% | $4,952-45.4% | $4,741-42.9% |
| Participant deferral / active EE | $6,670 | $6,447+3.5% | $5,638+18.3% | $6,401+4.2% |
| Admin fee / account holder | $83 | $18,094-99.5% | $14,677-99.4% | $11,429-99.3% |