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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,263 | $167,353-17.4% | $143,797-3.8% | $134,545+2.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.15% | 0.48%-13.6pp | -0.04%-13.1pp | 418.37%-431.5pp |
| Employer contribution / active EE | $9,343 | $5,620+66.2% | $4,952+88.7% | $4,742+97.1% |
| Participant deferral / active EE | $7,011 | $6,447+8.7% | $5,638+24.3% | $6,401+9.5% |
| Admin fee / account holder | $162 | $18,096-99.1% | $14,679-98.9% | $11,431-98.6% |