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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,267 | $167,522-53.3% | $151,639-48.4% | $134,532-41.8% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -2.51% | 7.81%-10.3pp | 3.34%-5.8pp | 418.27%-420.8pp |
| Employer contribution / active EE | $3,013 | $6,828-55.9% | $6,165-51.1% | $4,741-36.5% |
| Participant deferral / active EE | $8,300 | $8,986-7.6% | $8,363-0.8% | $6,401+29.7% |
| Admin fee / account holder | $159 | $13,780-98.8% | $11,613-98.6% | $11,429-98.6% |