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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,147 | $142,392-17.7% | $119,622-2.1% | $134,532-12.9% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -19.57% | -12.46%-7.1pp | -14.98%-4.6pp | 418.27%-437.8pp |
| Employer contribution / active EE | $7,713 | $5,224+47.6% | $4,232+82.2% | $4,741+62.7% |
| Participant deferral / active EE | $13,346 | $6,467+106.4% | $5,601+138.3% | $6,401+108.5% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |