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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,133 | $167,353-67.1% | $143,797-61.7% | $134,545-59.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -19.13% | 0.48%-19.6pp | -0.04%-19.1pp | 418.37%-437.5pp |
| Employer contribution / active EE | $7,881 | $5,620+40.2% | $4,952+59.1% | $4,742+66.2% |
| Participant deferral / active EE | $7,797 | $6,447+20.9% | $5,638+38.3% | $6,401+21.8% |
| Admin fee / account holder | $251 | $18,096-98.6% | $14,679-98.3% | $11,431-97.8% |