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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,027 | $167,353-51.6% | $143,797-43.7% | $134,545-39.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.67% | 0.48%-19.2pp | -0.04%-18.6pp | 418.37%-437.0pp |
| Employer contribution / active EE | $1,969 | $5,620-65.0% | $4,952-60.2% | $4,742-58.5% |
| Participant deferral / active EE | $5,962 | $6,447-7.5% | $5,638+5.7% | $6,401-6.9% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |