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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,367 | $175,646-19.5% | $129,118+9.5% | $134,545+5.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -17.02% | -11.39%-5.6pp | -10.94%-6.1pp | 418.37%-435.4pp |
| Employer contribution / active EE | $4,896 | $6,355-23.0% | $5,051-3.1% | $4,742+3.3% |
| Participant deferral / active EE | $7,994 | $7,970+0.3% | $6,539+22.2% | $6,401+24.9% |
| Admin fee / account holder | $182 | $23,578-99.2% | $14,305-98.7% | $11,431-98.4% |