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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,433 | $142,409-51.9% | $119,634-42.8% | $134,545-49.1% |
| Participation rate | 95.5% | 82.8%+12.6pp | 79.3%+16.2pp | 81.2%+14.2pp |
| Annual return | -16.97% | -12.46%-4.5pp | -14.98%-2.0pp | 418.37%-435.3pp |
| Employer contribution / active EE | $7,496 | $5,224+43.5% | $4,232+77.1% | $4,742+58.1% |
| Participant deferral / active EE | $5,510 | $6,468-14.8% | $5,601-1.6% | $6,401-13.9% |
| Admin fee / account holder | $274 | $13,594-98.0% | $10,329-97.4% | $11,431-97.6% |