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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,285 | $167,522-43.7% | $151,639-37.8% | $134,532-29.9% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -16.57% | 7.81%-24.4pp | 3.34%-19.9pp | 418.27%-434.8pp |
| Employer contribution / active EE | $4,956 | $6,828-27.4% | $6,165-19.6% | $4,741+4.5% |
| Participant deferral / active EE | $12,237 | $8,986+36.2% | $8,363+46.3% | $6,401+91.2% |
| Admin fee / account holder | $167 | $13,780-98.8% | $11,613-98.6% | $11,429-98.5% |