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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,791 | $133,998+2.1% | $112,263+21.8% | $134,545+1.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.80% | 47.17%-63.0pp | 27.49%-43.3pp | 418.37%-434.2pp |
| Employer contribution / active EE | $1,872 | $4,040-53.7% | $3,636-48.5% | $4,742-60.5% |
| Participant deferral / active EE | $2,513 | $5,292-52.5% | $4,729-46.9% | $6,401-60.7% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |