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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,915 | $100,811-4.9% | $86,698+10.6% | $134,545-28.7% |
| Participation rate | 71.4% | 79.0%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -7.67% | 29.11%-36.8pp | 35.96%-43.6pp | 418.37%-426.0pp |
| Employer contribution / active EE | $1,708 | $3,490-51.1% | $2,837-39.8% | $4,742-64.0% |
| Participant deferral / active EE | $3,133 | $5,339-41.3% | $4,656-32.7% | $6,401-51.1% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |