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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,837 | $54,370-30.4% | $82,763-54.3% | $68,490-44.8% |
| Participation rate | 72.0% | 63.9%+8.1pp | 72.6%-0.6pp | 67.9%+4.1pp |
| Annual return | -15.72% | -13.67%-2.0pp | 702.45%-718.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,289 | $2,219-41.9% | $3,008-57.2% | $2,597-50.4% |
| Participant deferral / active EE | $1,466 | $3,247-54.8% | $4,395-66.6% | $4,028-63.6% |
| Admin fee / account holder | $190 | $4,398-95.7% | $5,325-96.4% | $5,403-96.5% |