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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,807 | $167,353-11.7% | $143,797+2.8% | $134,545+9.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.43% | 0.48%-18.9pp | -0.04%-18.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $2,878 | $5,620-48.8% | $4,952-41.9% | $4,742-39.3% |
| Participant deferral / active EE | $7,460 | $6,447+15.7% | $5,638+32.3% | $6,401+16.5% |
| Admin fee / account holder | $100 | $18,096-99.4% | $14,679-99.3% | $11,431-99.1% |