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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,165 | $167,362-41.3% | $143,799-31.7% | $134,532-27.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.78% | 0.47%-18.3pp | -0.04%-17.7pp | 418.27%-436.1pp |
| Employer contribution / active EE | $10,784 | $5,620+91.9% | $4,952+117.8% | $4,741+127.5% |
| Participant deferral / active EE | $6,124 | $6,447-5.0% | $5,638+8.6% | $6,401-4.3% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |