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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,295 | $167,362-47.8% | $143,799-39.3% | $134,532-35.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -18.20% | 0.47%-18.7pp | -0.04%-18.2pp | 418.27%-436.5pp |
| Employer contribution / active EE | $1,606 | $5,620-71.4% | $4,952-67.6% | $4,741-66.1% |
| Participant deferral / active EE | $6,215 | $6,447-3.6% | $5,638+10.2% | $6,401-2.9% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |