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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,028 | $142,361+6.8% | $119,608+27.1% | $134,509+13.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.00% | -12.46%-1.5pp | -14.98%+1.0pp | 418.13%-432.1pp |
| Employer contribution / active EE | $2,762 | $5,224-47.1% | $4,232-34.7% | $4,741-41.7% |
| Participant deferral / active EE | $3,894 | $6,468-39.8% | $5,601-30.5% | $6,400-39.2% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |