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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,737 | $167,353-38.6% | $143,797-28.6% | $134,545-23.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -15.39% | 0.48%-15.9pp | -0.04%-15.3pp | 418.37%-433.8pp |
| Employer contribution / active EE | $4,817 | $5,620-14.3% | $4,952-2.7% | $4,742+1.6% |
| Participant deferral / active EE | $13,176 | $6,447+104.4% | $5,638+133.7% | $6,401+105.8% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |