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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,803 | $167,353-84.0% | $143,797-81.4% | $134,545-80.1% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -13.60% | 0.48%-14.1pp | -0.04%-13.6pp | 418.37%-432.0pp |
| Employer contribution / active EE | $5,350 | $5,620-4.8% | $4,952+8.0% | $4,742+12.8% |
| Participant deferral / active EE | $4,222 | $6,447-34.5% | $5,638-25.1% | $6,401-34.0% |
| Admin fee / account holder | $189 | $18,096-99.0% | $14,679-98.7% | $11,431-98.3% |