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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,547 | $167,362-75.8% | $143,799-71.8% | $134,532-69.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -17.82% | 0.47%-18.3pp | -0.04%-17.8pp | 418.27%-436.1pp |
| Employer contribution / active EE | $2,986 | $5,620-46.9% | $4,952-39.7% | $4,741-37.0% |
| Participant deferral / active EE | $4,459 | $6,447-30.8% | $5,638-20.9% | $6,401-30.3% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |