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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,283 | $167,353-74.7% | $143,797-70.6% | $134,545-68.6% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -10.02% | 0.48%-10.5pp | -0.04%-10.0pp | 418.37%-428.4pp |
| Employer contribution / active EE | $7,507 | $5,620+33.6% | $4,952+51.6% | $4,742+58.3% |
| Participant deferral / active EE | $6,866 | $6,447+6.5% | $5,638+21.8% | $6,401+7.3% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |