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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,828 | $167,522-24.9% | $151,639-17.0% | $134,532-6.5% |
| Participation rate | 86.4% | 88.4%-2.0pp | 87.5%-1.1pp | 81.2%+5.1pp |
| Annual return | -20.49% | 7.81%-28.3pp | 3.34%-23.8pp | 418.27%-438.8pp |
| Employer contribution / active EE | $2,565 | $6,828-62.4% | $6,165-58.4% | $4,741-45.9% |
| Participant deferral / active EE | $7,462 | $8,986-17.0% | $8,363-10.8% | $6,401+16.6% |
| Admin fee / account holder | $257 | $13,780-98.1% | $11,613-97.8% | $11,429-97.8% |