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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,500 | $142,361+18.4% | $119,608+40.9% | $134,509+25.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.06% | -12.46%+4.4pp | -14.98%+6.9pp | 418.13%-426.2pp |
| Employer contribution / active EE | $1,493 | $5,224-71.4% | $4,232-64.7% | $4,741-68.5% |
| Participant deferral / active EE | $10,800 | $6,468+67.0% | $5,601+92.8% | $6,400+68.7% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |