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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,206 | $167,353-38.3% | $143,797-28.2% | $134,545-23.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.14% | 0.48%-17.6pp | -0.04%-17.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,239 | $5,620-78.0% | $4,952-75.0% | $4,742-73.9% |
| Participant deferral / active EE | $8,913 | $6,447+38.2% | $5,638+58.1% | $6,401+39.2% |
| Admin fee / account holder | $283 | $18,096-98.4% | $14,679-98.1% | $11,431-97.5% |