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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,868 | $167,353-86.9% | $143,797-84.8% | $134,545-83.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -10.05% | 0.48%-10.5pp | -0.04%-10.0pp | 418.37%-428.4pp |
| Employer contribution / active EE | $12,375 | $5,620+120.2% | $4,952+149.9% | $4,742+161.0% |
| Participant deferral / active EE | $8,713 | $6,447+35.1% | $5,638+54.5% | $6,401+36.1% |
| Admin fee / account holder | $180 | $18,096-99.0% | $14,679-98.8% | $11,431-98.4% |