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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,622 | $167,533-59.0% | $151,645-54.7% | $134,545-49.0% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | -17.04% | 7.81%-24.9pp | 3.34%-20.4pp | 418.37%-435.4pp |
| Employer contribution / active EE | $1,966 | $6,828-71.2% | $6,165-68.1% | $4,742-58.5% |
| Participant deferral / active EE | $5,271 | $8,985-41.3% | $8,363-37.0% | $6,401-17.7% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |