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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,829 | $92,219-19.9% | $76,768-3.8% | $135,379-45.5% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -7.31% | 5.46%-12.8pp | 2.43%-9.7pp | 519.79%-527.1pp |
| Employer contribution / active EE | $2,558 | $3,216-20.4% | $2,485+2.9% | $4,779-46.5% |
| Participant deferral / active EE | $7,460 | $4,508+65.5% | $3,852+93.7% | $5,609+33.0% |
| Admin fee / account holder | $154 | $10,749-98.6% | $6,675-97.7% | $10,828-98.6% |