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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,370 | $142,392-52.7% | $119,622-43.7% | $134,532-49.9% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -19.83% | -12.46%-7.4pp | -14.98%-4.8pp | 418.27%-438.1pp |
| Employer contribution / active EE | $1,097 | $5,224-79.0% | $4,232-74.1% | $4,741-76.9% |
| Participant deferral / active EE | $12,160 | $6,467+88.0% | $5,601+117.1% | $6,401+90.0% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |