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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,181 | $190,879-49.1% | $160,009-39.3% | $134,532-27.8% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.0%+3.8pp | 81.2%+0.6pp |
| Annual return | -19.40% | 552.63%-572.0pp | 408.85%-428.2pp | 418.27%-437.7pp |
| Employer contribution / active EE | $3,657 | $4,995-26.8% | $4,225-13.4% | $4,741-22.9% |
| Participant deferral / active EE | $9,562 | $6,924+38.1% | $6,183+54.6% | $6,401+49.4% |
| Admin fee / account holder | $282 | $10,495-97.3% | $8,715-96.8% | $11,429-97.5% |