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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,248 | $167,362-46.1% | $143,799-37.2% | $134,532-32.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.34% | 0.47%-17.8pp | -0.04%-17.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $2,038 | $5,620-63.7% | $4,952-58.8% | $4,741-57.0% |
| Participant deferral / active EE | $5,879 | $6,447-8.8% | $5,638+4.3% | $6,401-8.2% |
| Admin fee / account holder | $222 | $18,094-98.8% | $14,677-98.5% | $11,429-98.1% |