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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,144 | $97,020-28.7% | $83,327-17.0% | $135,380-48.9% |
| Participation rate | 81.0% | 80.4%+0.5pp | 77.8%+3.2pp | 82.6%-1.7pp |
| Annual return | -6.74% | 12.31%-19.1pp | 10.64%-17.4pp | 519.81%-526.5pp |
| Employer contribution / active EE | $2,814 | $4,144-32.1% | $3,379-16.7% | $4,779-41.1% |
| Participant deferral / active EE | $4,925 | $5,964-17.4% | $5,565-11.5% | $5,609-12.2% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |