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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,119 | $167,353-85.0% | $143,797-82.5% | $134,545-81.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -18.14% | 0.48%-18.6pp | -0.04%-18.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $5,238 | $5,620-6.8% | $4,952+5.8% | $4,742+10.5% |
| Participant deferral / active EE | $3,355 | $6,447-48.0% | $5,638-40.5% | $6,401-47.6% |
| Admin fee / account holder | $153 | $18,096-99.2% | $14,679-99.0% | $11,431-98.7% |