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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,310 | $82,678+10.4% | $125,391-27.2% | $68,490+33.3% |
| Participation rate | 70.7% | 75.1%-4.4pp | 82.4%-11.7pp | 67.9%+2.8pp |
| Annual return | -16.03% | -5.97%-10.1pp | 572.41%-588.4pp | -7.85%-8.2pp |
| Employer contribution / active EE | $6,788 | $3,382+100.7% | $4,816+41.0% | $2,597+161.4% |
| Participant deferral / active EE | $5,608 | $6,111-8.2% | $7,448-24.7% | $4,028+39.2% |
| Admin fee / account holder | $135 | $6,277-97.9% | $10,009-98.7% | $5,403-97.5% |