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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,523 | $158,852-50.6% | $121,220-35.2% | $135,380-42.0% |
| Participation rate | 70.0% | 79.3%-9.3pp | 71.8%-1.8pp | 82.6%-12.6pp |
| Annual return | -2.88% | -0.64%-2.2pp | 16.94%-19.8pp | 519.81%-522.7pp |
| Employer contribution / active EE | $7,276 | $5,666+28.4% | $4,023+80.9% | $4,779+52.2% |
| Participant deferral / active EE | $6,750 | $4,006+68.5% | $3,345+101.8% | $5,609+20.3% |
| Admin fee / account holder | $238 | $6,515-96.4% | $5,021-95.3% | $10,828-97.8% |