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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,726 | $167,362-58.3% | $143,799-51.5% | $134,532-48.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.22% | 0.47%-14.7pp | -0.04%-14.2pp | 418.27%-432.5pp |
| Employer contribution / active EE | $7,314 | $5,620+30.1% | $4,952+47.7% | $4,741+54.3% |
| Participant deferral / active EE | $8,200 | $6,447+27.2% | $5,638+45.4% | $6,401+28.1% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |