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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,283 | $167,362-46.7% | $143,799-37.9% | $134,532-33.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -16.09% | 0.47%-16.6pp | -0.04%-16.0pp | 418.27%-434.4pp |
| Employer contribution / active EE | $6,941 | $5,620+23.5% | $4,952+40.2% | $4,741+46.4% |
| Participant deferral / active EE | $5,931 | $6,447-8.0% | $5,638+5.2% | $6,401-7.3% |
| Admin fee / account holder | $295 | $18,094-98.4% | $14,677-98.0% | $11,429-97.4% |