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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,591 | $167,533-25.0% | $151,645-17.2% | $134,545-6.7% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -14.51% | 7.81%-22.3pp | 3.34%-17.8pp | 418.37%-432.9pp |
| Employer contribution / active EE | $1,732 | $6,828-74.6% | $6,165-71.9% | $4,742-63.5% |
| Participant deferral / active EE | $9,678 | $8,985+7.7% | $8,363+15.7% | $6,401+51.2% |
| Admin fee / account holder | $18 | $13,781-99.9% | $11,614-99.8% | $11,431-99.8% |