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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,408 | $167,353-59.1% | $143,797-52.4% | $134,545-49.2% |
| Participation rate | 90.5% | 84.8%+5.7pp | 80.3%+10.2pp | 81.2%+9.2pp |
| Annual return | -18.57% | 0.48%-19.0pp | -0.04%-18.5pp | 418.37%-436.9pp |
| Employer contribution / active EE | $4,530 | $5,620-19.4% | $4,952-8.5% | $4,742-4.5% |
| Participant deferral / active EE | $3,688 | $6,447-42.8% | $5,638-34.6% | $6,401-42.4% |
| Admin fee / account holder | $227 | $18,096-98.7% | $14,679-98.5% | $11,431-98.0% |