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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,207 | $142,409+31.5% | $119,634+56.5% | $134,545+39.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.63% | -12.46%-3.2pp | -14.98%-0.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $2,184 | $5,224-58.2% | $4,232-48.4% | $4,742-53.9% |
| Participant deferral / active EE | $5,571 | $6,468-13.9% | $5,601-0.5% | $6,401-13.0% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |