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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,791 | $133,983+2.1% | $112,244+21.9% | $134,493+1.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.80% | 47.13%-62.9pp | 27.46%-43.3pp | 418.01%-433.8pp |
| Employer contribution / active EE | $1,872 | $4,039-53.6% | $3,635-48.5% | $4,740-60.5% |
| Participant deferral / active EE | $2,513 | $5,291-52.5% | $4,728-46.8% | $6,400-60.7% |
| Admin fee / account holder | $0 | $7,490-100.0% | $6,411-100.0% | $11,425-100.0% |