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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,472 | $167,353-78.2% | $143,797-74.6% | $134,545-72.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.69% | 0.48%-16.2pp | -0.04%-15.6pp | 418.37%-434.1pp |
| Employer contribution / active EE | $6,993 | $5,620+24.4% | $4,952+41.2% | $4,742+47.5% |
| Participant deferral / active EE | $4,624 | $6,447-28.3% | $5,638-18.0% | $6,401-27.8% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |