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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,855 | $167,533-49.9% | $151,645-44.7% | $134,545-37.7% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -16.12% | 7.81%-23.9pp | 3.34%-19.5pp | 418.37%-434.5pp |
| Employer contribution / active EE | $1,918 | $6,828-71.9% | $6,165-68.9% | $4,742-59.5% |
| Participant deferral / active EE | $4,215 | $8,985-53.1% | $8,363-49.6% | $6,401-34.2% |
| Admin fee / account holder | $114 | $13,781-99.2% | $11,614-99.0% | $11,431-99.0% |