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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,681 | $167,362-77.5% | $143,799-73.8% | $134,532-72.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.46% | 0.47%-18.9pp | -0.04%-18.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $2,023 | $5,620-64.0% | $4,952-59.2% | $4,741-57.3% |
| Participant deferral / active EE | $7,671 | $6,447+19.0% | $5,638+36.0% | $6,401+19.8% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |