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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,832 | $95,915-0.1% | $79,580+20.4% | $134,532-28.8% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -16.08% | -2.71%-13.4pp | 0.15%-16.2pp | 418.27%-434.3pp |
| Employer contribution / active EE | $3,898 | $3,129+24.6% | $2,413+61.5% | $4,741-17.8% |
| Participant deferral / active EE | $8,139 | $4,693+73.4% | $3,985+104.2% | $6,401+27.1% |
| Admin fee / account holder | $268 | $9,132-97.1% | $6,835-96.1% | $11,429-97.7% |