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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,139 | $167,352-77.8% | $143,788-74.2% | $134,509-72.4% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -17.82% | 0.47%-18.3pp | -0.03%-17.8pp | 418.13%-436.0pp |
| Employer contribution / active EE | $6,162 | $5,620+9.6% | $4,952+24.4% | $4,741+30.0% |
| Participant deferral / active EE | $5,861 | $6,447-9.1% | $5,638+3.9% | $6,400-8.4% |
| Admin fee / account holder | $188 | $18,091-99.0% | $14,675-98.7% | $11,427-98.4% |