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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,209 | $167,353-22.8% | $143,797-10.1% | $134,545-4.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.25% | 0.48%-17.7pp | -0.04%-17.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $6,671 | $5,620+18.7% | $4,952+34.7% | $4,742+40.7% |
| Participant deferral / active EE | $3,456 | $6,447-46.4% | $5,638-38.7% | $6,401-46.0% |
| Admin fee / account holder | $220 | $18,096-98.8% | $14,679-98.5% | $11,431-98.1% |