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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,776 | $142,392-10.3% | $119,622+6.8% | $134,532-5.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.94% | -12.46%+1.5pp | -14.98%+4.0pp | 418.27%-429.2pp |
| Employer contribution / active EE | $1,829 | $5,224-65.0% | $4,232-56.8% | $4,741-61.4% |
| Participant deferral / active EE | $5,500 | $6,467-15.0% | $5,601-1.8% | $6,401-14.1% |
| Admin fee / account holder | $25 | $13,593-99.8% | $10,328-99.8% | $11,429-99.8% |