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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,576 | $167,353-47.7% | $143,797-39.1% | $134,545-34.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.11% | 0.48%-15.6pp | -0.04%-15.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $12,704 | $5,620+126.0% | $4,952+156.5% | $4,742+167.9% |
| Participant deferral / active EE | $6,364 | $6,447-1.3% | $5,638+12.9% | $6,401-0.6% |
| Admin fee / account holder | $224 | $18,096-98.8% | $14,679-98.5% | $11,431-98.0% |