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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,020 | $142,392+1.1% | $119,622+20.4% | $134,532+7.1% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -12.87% | -12.46%-0.4pp | -14.98%+2.1pp | 418.27%-431.1pp |
| Employer contribution / active EE | $3,748 | $5,224-28.3% | $4,232-11.4% | $4,741-20.9% |
| Participant deferral / active EE | $9,672 | $6,467+49.6% | $5,601+72.7% | $6,401+51.1% |
| Admin fee / account holder | $33 | $13,593-99.8% | $10,328-99.7% | $11,429-99.7% |