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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,882 | $167,352-60.6% | $143,788-54.2% | $134,509-51.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -11.98% | 0.47%-12.4pp | -0.03%-11.9pp | 418.13%-430.1pp |
| Employer contribution / active EE | $2,498 | $5,620-55.6% | $4,952-49.6% | $4,741-47.3% |
| Participant deferral / active EE | $4,790 | $6,447-25.7% | $5,638-15.0% | $6,400-25.2% |
| Admin fee / account holder | $74 | $18,091-99.6% | $14,675-99.5% | $11,427-99.4% |