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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,950 | $180,459-61.2% | $154,108-54.6% | $135,380-48.3% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -7.19% | 888.21%-895.4pp | 735.21%-742.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,391 | $6,035-77.0% | $5,298-73.7% | $4,779-70.9% |
| Participant deferral / active EE | $5,688 | $5,806-2.0% | $5,081+11.9% | $5,609+1.4% |
| Admin fee / account holder | $132 | $16,145-99.2% | $13,411-99.0% | $10,828-98.8% |