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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,192 | $167,353-65.2% | $143,797-59.5% | $134,545-56.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -18.23% | 0.48%-18.7pp | -0.04%-18.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $1,431 | $5,620-74.5% | $4,952-71.1% | $4,742-69.8% |
| Participant deferral / active EE | $7,899 | $6,447+22.5% | $5,638+40.1% | $6,401+23.4% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |