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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,528 | $167,522-78.8% | $151,639-76.6% | $134,532-73.6% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -20.59% | 7.81%-28.4pp | 3.34%-23.9pp | 418.27%-438.9pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,716 | $8,986+30.4% | $8,363+40.1% | $6,401+83.0% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |