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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,340 | $167,353-32.9% | $143,797-21.9% | $134,545-16.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.25% | 0.48%-18.7pp | -0.04%-18.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $2,592 | $5,620-53.9% | $4,952-47.7% | $4,742-45.3% |
| Participant deferral / active EE | $5,930 | $6,447-8.0% | $5,638+5.2% | $6,401-7.4% |
| Admin fee / account holder | $237 | $18,096-98.7% | $14,679-98.4% | $11,431-97.9% |