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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,500 | $95,917-58.8% | $79,583-50.4% | $134,545-70.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -19.08% | -2.70%-16.4pp | 0.16%-19.2pp | 418.37%-437.4pp |
| Employer contribution / active EE | $1,602 | $3,129-48.8% | $2,414-33.6% | $4,742-66.2% |
| Participant deferral / active EE | $5,240 | $4,694+11.6% | $3,986+31.5% | $6,401-18.1% |
| Admin fee / account holder | $167 | $9,132-98.2% | $6,835-97.6% | $11,431-98.5% |