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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,269 | $53,546-41.6% | $69,890-55.3% | $68,490-54.3% |
| Participation rate | 97.8% | 64.5%+33.2pp | 70.5%+27.3pp | 67.9%+29.9pp |
| Annual return | -16.39% | -13.87%-2.5pp | 190.84%-207.2pp | -7.85%-8.5pp |
| Employer contribution / active EE | $2,094 | $2,019+3.7% | $2,560-18.2% | $2,597-19.4% |
| Participant deferral / active EE | $6,011 | $2,957+103.3% | $3,848+56.2% | $4,028+49.2% |
| Admin fee / account holder | $44 | $4,693-99.1% | $6,267-99.3% | $5,403-99.2% |