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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,768 | $167,353-30.2% | $143,797-18.8% | $134,545-13.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.80% | 0.48%-17.3pp | -0.04%-16.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $8,234 | $5,620+46.5% | $4,952+66.3% | $4,742+73.6% |
| Participant deferral / active EE | $5,561 | $6,447-13.8% | $5,638-1.4% | $6,401-13.1% |
| Admin fee / account holder | $22 | $18,096-99.9% | $14,679-99.8% | $11,431-99.8% |