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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,822 | $167,352-16.5% | $143,788-2.8% | $134,509+3.9% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -15.35% | 0.47%-15.8pp | -0.03%-15.3pp | 418.13%-433.5pp |
| Employer contribution / active EE | $2,060 | $5,620-63.4% | $4,952-58.4% | $4,741-56.6% |
| Participant deferral / active EE | $5,905 | $6,447-8.4% | $5,638+4.7% | $6,400-7.7% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |