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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,471 | $82,324-73.9% | $68,803-68.8% | $134,545-84.0% |
| Participation rate | 76.9% | 75.1%+1.9pp | 69.0%+7.9pp | 81.2%-4.3pp |
| Annual return | -16.60% | -2.17%-14.4pp | -6.37%-10.2pp | 418.37%-435.0pp |
| Employer contribution / active EE | $1,506 | $3,302-54.4% | $2,656-43.3% | $4,742-68.2% |
| Participant deferral / active EE | $5,868 | $4,740+23.8% | $3,942+48.9% | $6,401-8.3% |
| Admin fee / account holder | $268 | $6,485-95.9% | $4,936-94.6% | $11,431-97.7% |