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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,539 | $105,861-22.0% | $90,756-9.1% | $134,509-38.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.51% | -10.99%-8.5pp | -12.16%-7.4pp | 418.13%-437.6pp |
| Employer contribution / active EE | $3,308 | $3,463-4.5% | $2,922+13.2% | $4,741-30.2% |
| Participant deferral / active EE | $5,498 | $5,217+5.4% | $4,565+20.4% | $6,400-14.1% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,427-100.0% |