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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,310 | $167,353-20.3% | $143,797-7.3% | $134,545-0.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.50% | 0.48%-17.0pp | -0.04%-16.5pp | 418.37%-434.9pp |
| Employer contribution / active EE | $5,851 | $5,620+4.1% | $4,952+18.1% | $4,742+23.4% |
| Participant deferral / active EE | $14,604 | $6,447+126.5% | $5,638+159.0% | $6,401+128.1% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |