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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,820 | $167,533-32.7% | $151,645-25.6% | $134,545-16.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.74% | 7.81%-26.6pp | 3.34%-22.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $2,818 | $6,828-58.7% | $6,165-54.3% | $4,742-40.6% |
| Participant deferral / active EE | $15,443 | $8,985+71.9% | $8,363+84.7% | $6,401+141.2% |
| Admin fee / account holder | $258 | $13,781-98.1% | $11,614-97.8% | $11,431-97.7% |