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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,331 | $167,353-71.7% | $143,797-67.1% | $134,545-64.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.79% | 0.48%-18.3pp | -0.04%-17.7pp | 418.37%-436.2pp |
| Employer contribution / active EE | $3,822 | $5,620-32.0% | $4,952-22.8% | $4,742-19.4% |
| Participant deferral / active EE | $5,663 | $6,447-12.2% | $5,638+0.4% | $6,401-11.5% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |