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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,869 | $158,852-56.6% | $121,220-43.2% | $135,379-49.1% |
| Participation rate | 87.5% | 79.3%+8.2pp | 71.8%+15.7pp | 82.6%+4.9pp |
| Annual return | -9.14% | -0.64%-8.5pp | 16.94%-26.1pp | 519.79%-528.9pp |
| Employer contribution / active EE | $843 | $5,666-85.1% | $4,023-79.0% | $4,779-82.4% |
| Participant deferral / active EE | $1,752 | $4,006-56.3% | $3,345-47.6% | $5,609-68.8% |
| Admin fee / account holder | $6 | $6,515-99.9% | $5,021-99.9% | $10,828-99.9% |