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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,312 | $167,362-4.2% | $143,799+11.5% | $134,532+19.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.34% | 0.47%-17.8pp | -0.04%-17.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $9,806 | $5,620+74.5% | $4,952+98.0% | $4,741+106.8% |
| Participant deferral / active EE | $5,089 | $6,447-21.1% | $5,638-9.8% | $6,401-20.5% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |