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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,879 | $82,674-46.9% | $125,381-65.0% | $68,486-35.9% |
| Participation rate | 75.8% | 75.1%+0.7pp | 82.4%-6.6pp | 67.9%+7.9pp |
| Annual return | -14.63% | -5.97%-8.7pp | 572.31%-586.9pp | -7.85%-6.8pp |
| Employer contribution / active EE | $3,143 | $3,382-7.1% | $4,815-34.7% | $2,597+21.0% |
| Participant deferral / active EE | $8,715 | $6,111+42.6% | $7,448+17.0% | $4,028+116.4% |
| Admin fee / account holder | $172 | $6,277-97.3% | $10,007-98.3% | $5,404-96.8% |