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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,860 | $142,361-37.6% | $119,608-25.7% | $134,509-33.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.15% | -12.46%-5.7pp | -14.98%-3.2pp | 418.13%-436.3pp |
| Employer contribution / active EE | $3,962 | $5,224-24.2% | $4,232-6.4% | $4,741-16.4% |
| Participant deferral / active EE | $7,173 | $6,468+10.9% | $5,601+28.1% | $6,400+12.1% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |