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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,036 | $167,522-53.4% | $151,639-48.5% | $134,532-42.0% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -16.95% | 7.81%-24.8pp | 3.34%-20.3pp | 418.27%-435.2pp |
| Employer contribution / active EE | $5,700 | $6,828-16.5% | $6,165-7.5% | $4,741+20.2% |
| Participant deferral / active EE | $3,744 | $8,986-58.3% | $8,363-55.2% | $6,401-41.5% |
| Admin fee / account holder | $53 | $13,780-99.6% | $11,613-99.5% | $11,429-99.5% |