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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,518 | $167,362-57.9% | $143,799-51.0% | $134,532-47.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.88% | 0.47%-18.4pp | -0.04%-17.8pp | 418.27%-436.1pp |
| Employer contribution / active EE | $10,364 | $5,620+84.4% | $4,952+109.3% | $4,741+118.6% |
| Participant deferral / active EE | $4,247 | $6,447-34.1% | $5,638-24.7% | $6,401-33.7% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |