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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,690 | $167,353-22.5% | $143,797-9.8% | $134,545-3.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.02% | 0.48%-18.5pp | -0.04%-18.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $4,393 | $5,620-21.8% | $4,952-11.3% | $4,742-7.4% |
| Participant deferral / active EE | $8,315 | $6,447+29.0% | $5,638+47.5% | $6,401+29.9% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |