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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,881 | $167,533-37.4% | $151,645-30.8% | $134,545-22.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.69% | 7.81%-24.5pp | 3.34%-20.0pp | 418.37%-435.1pp |
| Employer contribution / active EE | $2,215 | $6,828-67.6% | $6,165-64.1% | $4,742-53.3% |
| Participant deferral / active EE | $3,976 | $8,985-55.7% | $8,363-52.5% | $6,401-37.9% |
| Admin fee / account holder | $284 | $13,781-97.9% | $11,614-97.6% | $11,431-97.5% |