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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,811 | $167,362-76.8% | $143,799-73.0% | $134,532-71.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -14.13% | 0.47%-14.6pp | -0.04%-14.1pp | 418.27%-432.4pp |
| Employer contribution / active EE | $2,272 | $5,620-59.6% | $4,952-54.1% | $4,741-52.1% |
| Participant deferral / active EE | $3,989 | $6,447-38.1% | $5,638-29.3% | $6,401-37.7% |
| Admin fee / account holder | $233 | $18,094-98.7% | $14,677-98.4% | $11,429-98.0% |