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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,931 | $167,362-77.3% | $143,799-73.6% | $134,532-71.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -13.53% | 0.47%-14.0pp | -0.04%-13.5pp | 418.27%-431.8pp |
| Employer contribution / active EE | $2,424 | $5,620-56.9% | $4,952-51.0% | $4,741-48.9% |
| Participant deferral / active EE | $7,734 | $6,447+20.0% | $5,638+37.2% | $6,401+20.8% |
| Admin fee / account holder | $144 | $18,094-99.2% | $14,677-99.0% | $11,429-98.7% |