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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,694 | $167,533-80.5% | $151,645-78.4% | $134,545-75.7% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -15.18% | 7.81%-23.0pp | 3.34%-18.5pp | 418.37%-433.5pp |
| Employer contribution / active EE | $4,096 | $6,828-40.0% | $6,165-33.6% | $4,742-13.6% |
| Participant deferral / active EE | $7,779 | $8,985-13.4% | $8,363-7.0% | $6,401+21.5% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |