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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,333 | $95,915-30.8% | $79,580-16.6% | $134,532-50.7% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -16.66% | -2.71%-13.9pp | 0.15%-16.8pp | 418.27%-434.9pp |
| Employer contribution / active EE | $3,219 | $3,129+2.9% | $2,413+33.4% | $4,741-32.1% |
| Participant deferral / active EE | $8,490 | $4,693+80.9% | $3,985+113.0% | $6,401+32.6% |
| Admin fee / account holder | $8 | $9,132-99.9% | $6,835-99.9% | $11,429-99.9% |