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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,633 | $167,522-66.2% | $151,639-62.7% | $134,532-57.9% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -17.69% | 7.81%-25.5pp | 3.34%-21.0pp | 418.27%-436.0pp |
| Employer contribution / active EE | $7,111 | $6,828+4.1% | $6,165+15.3% | $4,741+50.0% |
| Participant deferral / active EE | $12,767 | $8,986+42.1% | $8,363+52.6% | $6,401+99.4% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |