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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,365 | $167,353-66.3% | $143,797-60.8% | $134,545-58.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -18.22% | 0.48%-18.7pp | -0.04%-18.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $1,676 | $5,620-70.2% | $4,952-66.2% | $4,742-64.6% |
| Participant deferral / active EE | $5,002 | $6,447-22.4% | $5,638-11.3% | $6,401-21.9% |
| Admin fee / account holder | $210 | $18,096-98.8% | $14,679-98.6% | $11,431-98.2% |