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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,597 | $167,362-42.3% | $143,799-32.8% | $134,532-28.2% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -18.81% | 0.47%-19.3pp | -0.04%-18.8pp | 418.27%-437.1pp |
| Employer contribution / active EE | $7,830 | $5,620+39.3% | $4,952+58.1% | $4,741+65.2% |
| Participant deferral / active EE | $10,487 | $6,447+62.7% | $5,638+86.0% | $6,401+63.8% |
| Admin fee / account holder | -$109 | $18,094-100.6% | $14,677-100.7% | $11,429-101.0% |