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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,396 | $92,219-52.9% | $76,767-43.5% | $135,380-67.9% |
| Participation rate | 94.1% | 79.8%+14.3pp | 77.0%+17.2pp | 82.6%+11.5pp |
| Annual return | -8.57% | 5.46%-14.0pp | 2.43%-11.0pp | 519.81%-528.4pp |
| Employer contribution / active EE | $6,155 | $3,216+91.4% | $2,485+147.7% | $4,779+28.8% |
| Participant deferral / active EE | $3,247 | $4,508-28.0% | $3,852-15.7% | $5,609-42.1% |
| Admin fee / account holder | $178 | $10,749-98.3% | $6,675-97.3% | $10,828-98.4% |