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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,468 | $167,362-33.4% | $143,799-22.5% | $134,532-17.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.16% | 0.47%-15.6pp | -0.04%-15.1pp | 418.27%-433.4pp |
| Employer contribution / active EE | $2,407 | $5,620-57.2% | $4,952-51.4% | $4,741-49.2% |
| Participant deferral / active EE | $7,959 | $6,447+23.4% | $5,638+41.2% | $6,401+24.3% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |