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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,893 | $100,805-45.5% | $86,698-36.7% | $134,532-59.2% |
| Participation rate | 81.3% | 79.0%+2.3pp | 76.6%+4.7pp | 81.2%0pp |
| Annual return | -16.21% | 29.09%-45.3pp | 35.95%-52.2pp | 418.27%-434.5pp |
| Employer contribution / active EE | $1,961 | $3,490-43.8% | $2,837-30.9% | $4,741-58.6% |
| Participant deferral / active EE | $3,001 | $5,339-43.8% | $4,656-35.5% | $6,401-53.1% |
| Admin fee / account holder | $246 | $10,925-97.7% | $7,493-96.7% | $11,429-97.8% |