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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,574 | $95,917-16.0% | $79,583+1.2% | $134,545-40.1% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -16.70% | -2.70%-14.0pp | 0.16%-16.9pp | 418.37%-435.1pp |
| Employer contribution / active EE | $4,566 | $3,129+45.9% | $2,414+89.2% | $4,742-3.7% |
| Participant deferral / active EE | $5,488 | $4,694+16.9% | $3,986+37.7% | $6,401-14.3% |
| Admin fee / account holder | $202 | $9,132-97.8% | $6,835-97.0% | $11,431-98.2% |