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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,128 | $142,409-0.2% | $119,634+18.8% | $134,545+5.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.90% | -12.46%-4.4pp | -14.98%-1.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $17,960 | $5,224+243.8% | $4,232+324.3% | $4,742+278.8% |
| Participant deferral / active EE | $7,025 | $6,468+8.6% | $5,601+25.4% | $6,401+9.7% |
| Admin fee / account holder | $105 | $13,594-99.2% | $10,329-99.0% | $11,431-99.1% |