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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,739 | $82,314-55.4% | $68,808-46.6% | $134,532-72.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -17.04% | -2.18%-14.9pp | -6.37%-10.7pp | 418.27%-435.3pp |
| Employer contribution / active EE | $3,195 | $3,301-3.2% | $2,656+20.3% | $4,741-32.6% |
| Participant deferral / active EE | $8,018 | $4,740+69.2% | $3,942+103.4% | $6,401+25.3% |
| Admin fee / account holder | $218 | $6,484-96.6% | $4,936-95.6% | $11,429-98.1% |