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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,700 | $82,678-9.7% | $125,391-40.4% | $68,490+9.1% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -15.22% | -5.97%-9.2pp | 572.41%-587.6pp | -7.85%-7.4pp |
| Employer contribution / active EE | $3,200 | $3,382-5.4% | $4,816-33.6% | $2,597+23.2% |
| Participant deferral / active EE | $3,368 | $6,111-44.9% | $7,448-54.8% | $4,028-16.4% |
| Admin fee / account holder | $246 | $6,277-96.1% | $10,009-97.5% | $5,403-95.4% |