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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,064 | $53,546-15.8% | $69,890-35.5% | $68,490-34.2% |
| Participation rate | 92.0% | 64.5%+27.5pp | 70.5%+21.5pp | 67.9%+24.1pp |
| Annual return | -16.24% | -13.87%-2.4pp | 190.84%-207.1pp | -7.85%-8.4pp |
| Employer contribution / active EE | $2,679 | $2,019+32.7% | $2,560+4.7% | $2,597+3.2% |
| Participant deferral / active EE | $6,672 | $2,957+125.7% | $3,848+73.4% | $4,028+65.7% |
| Admin fee / account holder | $44 | $4,693-99.1% | $6,267-99.3% | $5,403-99.2% |