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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,490 | $82,678-57.1% | $125,391-71.7% | $68,490-48.2% |
| Participation rate | 76.9% | 75.1%+1.9pp | 82.4%-5.5pp | 67.9%+9.0pp |
| Annual return | -16.15% | -5.97%-10.2pp | 572.41%-588.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $3,284 | $3,382-2.9% | $4,816-31.8% | $2,597+26.5% |
| Participant deferral / active EE | $7,802 | $6,111+27.7% | $7,448+4.8% | $4,028+93.7% |
| Admin fee / account holder | $216 | $6,277-96.6% | $10,009-97.8% | $5,403-96.0% |