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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,584 | $72,404+23.7% | $110,243-18.7% | $64,173+39.6% |
| Participation rate | 88.0% | 73.3%+14.7pp | 79.8%+8.2pp | 69.6%+18.4pp |
| Annual return | -6.15% | -6.29%+0.1pp | 314.76%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $4,204 | $2,282+84.2% | $3,827+9.8% | $2,381+76.6% |
| Participant deferral / active EE | $2,802 | $3,469-19.2% | $4,672-40.0% | $3,470-19.3% |
| Admin fee / account holder | $160 | $5,664-97.2% | $8,548-98.1% | $4,887-96.7% |