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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,835 | $168,635-69.9% | $147,617-65.6% | $125,389-59.5% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -2.77% | 77.65%-80.4pp | 61.98%-64.8pp | 282.24%-285.0pp |
| Employer contribution / active EE | $2,737 | $6,252-56.2% | $5,564-50.8% | $4,866-43.8% |
| Participant deferral / active EE | $6,719 | $5,507+22.0% | $4,895+37.2% | $5,352+25.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |