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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,940 | $53,546+26.9% | $69,890-2.8% | $68,490-0.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -18.02% | -13.87%-4.2pp | 190.84%-208.9pp | -7.85%-10.2pp |
| Employer contribution / active EE | $3,092 | $2,019+53.1% | $2,560+20.8% | $2,597+19.1% |
| Participant deferral / active EE | $5,601 | $2,957+89.4% | $3,848+45.5% | $4,028+39.1% |
| Admin fee / account holder | $91 | $4,693-98.1% | $6,267-98.5% | $5,403-98.3% |