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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,272 | $167,522-61.0% | $151,639-57.0% | $134,532-51.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.31% | 7.81%-22.1pp | 3.34%-17.6pp | 418.27%-432.6pp |
| Employer contribution / active EE | $2,150 | $6,828-68.5% | $6,165-65.1% | $4,741-54.7% |
| Participant deferral / active EE | $4,767 | $8,986-46.9% | $8,363-43.0% | $6,401-25.5% |
| Admin fee / account holder | $273 | $13,780-98.0% | $11,613-97.6% | $11,429-97.6% |