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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,177 | $129,960-30.6% | $104,299-13.5% | $134,545-33.0% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.4pp | 81.2%+4.5pp |
| Annual return | -14.58% | 42.06%-56.6pp | 24.62%-39.2pp | 418.37%-433.0pp |
| Employer contribution / active EE | $2,944 | $4,186-29.7% | $3,373-12.7% | $4,742-37.9% |
| Participant deferral / active EE | $1,859 | $5,589-66.7% | $4,626-59.8% | $6,401-71.0% |
| Admin fee / account holder | $48 | $9,324-99.5% | $7,339-99.3% | $11,431-99.6% |