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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,730 | $95,915+0.8% | $79,580+21.6% | $134,532-28.1% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | -16.95% | -2.71%-14.2pp | 0.15%-17.1pp | 418.27%-435.2pp |
| Employer contribution / active EE | $2,253 | $3,129-28.0% | $2,413-6.6% | $4,741-52.5% |
| Participant deferral / active EE | $8,617 | $4,693+83.6% | $3,985+116.2% | $6,401+34.6% |
| Admin fee / account holder | $158 | $9,132-98.3% | $6,835-97.7% | $11,429-98.6% |