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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,171 | $142,409-14.9% | $119,634+1.3% | $134,545-9.9% |
| Participation rate | 85.0% | 82.8%+2.2pp | 79.3%+5.7pp | 81.2%+3.8pp |
| Annual return | -15.74% | -12.46%-3.3pp | -14.98%-0.8pp | 418.37%-434.1pp |
| Employer contribution / active EE | $3,568 | $5,224-31.7% | $4,232-15.7% | $4,742-24.8% |
| Participant deferral / active EE | $8,244 | $6,468+27.5% | $5,601+47.2% | $6,401+28.8% |
| Admin fee / account holder | $28 | $13,594-99.8% | $10,329-99.7% | $11,431-99.8% |