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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,131 | $127,387-67.7% | $115,038-64.2% | $125,389-67.2% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -2.75% | 31.28%-34.0pp | 26.14%-28.9pp | 282.24%-285.0pp |
| Employer contribution / active EE | $2,053 | $5,166-60.3% | $4,608-55.4% | $4,866-57.8% |
| Participant deferral / active EE | $7,516 | $6,423+17.0% | $6,026+24.7% | $5,352+40.4% |
| Admin fee / account holder | $282 | $9,516-97.0% | $8,175-96.6% | $9,541-97.0% |