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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,588 | $167,353-30.3% | $143,797-18.9% | $134,545-13.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.03% | 0.48%-14.5pp | -0.04%-14.0pp | 418.37%-432.4pp |
| Employer contribution / active EE | $3,420 | $5,620-39.2% | $4,952-30.9% | $4,742-27.9% |
| Participant deferral / active EE | $9,790 | $6,447+51.8% | $5,638+73.6% | $6,401+52.9% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |