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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,720 | $211,946-62.9% | $169,452-53.5% | $135,380-41.9% |
| Participation rate | 94.7% | 82.6%+12.1pp | 77.8%+17.0pp | 82.6%+12.1pp |
| Annual return | -4.44% | 3.26%-7.7pp | 1.83%-6.3pp | 519.81%-524.2pp |
| Employer contribution / active EE | $2,027 | $5,117-60.4% | $4,157-51.2% | $4,779-57.6% |
| Participant deferral / active EE | $3,440 | $6,075-43.4% | $5,277-34.8% | $5,609-38.7% |
| Admin fee / account holder | $285 | $11,472-97.5% | $9,110-96.9% | $10,828-97.4% |