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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,598 | $167,533-14.9% | $151,645-6.0% | $134,545+6.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -18.60% | 7.81%-26.4pp | 3.34%-21.9pp | 418.37%-437.0pp |
| Employer contribution / active EE | $1,982 | $6,828-71.0% | $6,165-67.9% | $4,742-58.2% |
| Participant deferral / active EE | $11,688 | $8,985+30.1% | $8,363+39.8% | $6,401+82.6% |
| Admin fee / account holder | $89 | $13,781-99.4% | $11,614-99.2% | $11,431-99.2% |