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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,781 | $167,323-81.0% | $143,770-77.9% | $134,493-76.4% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -17.26% | 0.47%-17.7pp | -0.04%-17.2pp | 418.01%-435.3pp |
| Employer contribution / active EE | $6,834 | $5,619+21.6% | $4,951+38.0% | $4,740+44.2% |
| Participant deferral / active EE | $4,059 | $6,446-37.0% | $5,638-28.0% | $6,400-36.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,425-100.0% |