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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,335 | $167,352-87.3% | $143,788-85.2% | $134,509-84.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.75% | 0.47%-20.2pp | -0.03%-19.7pp | 418.13%-437.9pp |
| Employer contribution / active EE | $5,686 | $5,620+1.2% | $4,952+14.8% | $4,741+19.9% |
| Participant deferral / active EE | $3,394 | $6,447-47.4% | $5,638-39.8% | $6,400-47.0% |
| Admin fee / account holder | $137 | $18,091-99.2% | $14,675-99.1% | $11,427-98.8% |