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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,238 | $127,386-61.3% | $115,037-57.2% | $125,388-60.7% |
| Participation rate | 82.4% | 84.2%-1.8pp | 81.4%+1.0pp | 83.2%-0.8pp |
| Annual return | -3.31% | 31.28%-34.6pp | 26.14%-29.5pp | 282.24%-285.6pp |
| Employer contribution / active EE | $7,976 | $5,166+54.4% | $4,608+73.1% | $4,866+63.9% |
| Participant deferral / active EE | $6,005 | $6,423-6.5% | $6,026-0.4% | $5,352+12.2% |
| Admin fee / account holder | $113 | $9,516-98.8% | $8,175-98.6% | $9,541-98.8% |