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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,289 | $167,352-68.2% | $143,788-62.9% | $134,509-60.4% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -18.78% | 0.47%-19.2pp | -0.03%-18.7pp | 418.13%-436.9pp |
| Employer contribution / active EE | $7,131 | $5,620+26.9% | $4,952+44.0% | $4,741+50.4% |
| Participant deferral / active EE | $5,803 | $6,447-10.0% | $5,638+2.9% | $6,400-9.3% |
| Admin fee / account holder | $137 | $18,091-99.2% | $14,675-99.1% | $11,427-98.8% |