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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,754 | $167,353-76.8% | $143,797-73.0% | $134,545-71.2% |
| Participation rate | 95.8% | 84.8%+11.0pp | 80.3%+15.5pp | 81.2%+14.6pp |
| Annual return | -15.81% | 0.48%-16.3pp | -0.04%-15.8pp | 418.37%-434.2pp |
| Employer contribution / active EE | $1,866 | $5,620-66.8% | $4,952-62.3% | $4,742-60.6% |
| Participant deferral / active EE | $2,559 | $6,447-60.3% | $5,638-54.6% | $6,401-60.0% |
| Admin fee / account holder | $135 | $18,096-99.3% | $14,679-99.1% | $11,431-98.8% |