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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,200 | $90,467+74.9% | $93,759+68.7% | $134,532+17.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 81.0%-6.0pp | 81.2%-6.2pp |
| Annual return | -4.20% | -15.72%+11.5pp | -11.33%+7.1pp | 418.27%-422.5pp |
| Employer contribution / active EE | $2,527 | $4,345-41.8% | $4,324-41.6% | $4,741-46.7% |
| Participant deferral / active EE | $2,772 | $5,980-53.6% | $6,096-54.5% | $6,401-56.7% |
| Admin fee / account holder | $130 | $9,258-98.6% | $7,197-98.2% | $11,429-98.9% |