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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,342 | $167,362-65.7% | $143,799-60.1% | $134,532-57.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -18.85% | 0.47%-19.3pp | -0.04%-18.8pp | 418.27%-437.1pp |
| Employer contribution / active EE | $7,859 | $5,620+39.8% | $4,952+58.7% | $4,741+65.8% |
| Participant deferral / active EE | $5,776 | $6,447-10.4% | $5,638+2.4% | $6,401-9.8% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |