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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,318 | $95,917-27.7% | $79,583-12.9% | $134,545-48.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.73% | -2.70%-13.0pp | 0.16%-15.9pp | 418.37%-434.1pp |
| Employer contribution / active EE | $10,228 | $3,129+226.8% | $2,414+323.7% | $4,742+115.7% |
| Participant deferral / active EE | $7,582 | $4,694+61.5% | $3,986+90.2% | $6,401+18.4% |
| Admin fee / account holder | $272 | $9,132-97.0% | $6,835-96.0% | $11,431-97.6% |