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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,686 | $167,533-29.8% | $151,645-22.4% | $134,545-12.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -8.49% | 7.81%-16.3pp | 3.34%-11.8pp | 418.37%-426.9pp |
| Employer contribution / active EE | $14,963 | $6,828+119.1% | $6,165+142.7% | $4,742+215.6% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |