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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,638 | $167,362-37.5% | $143,799-27.2% | $134,532-22.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.53% | 0.47%-18.0pp | -0.04%-17.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $8,368 | $5,620+48.9% | $4,952+69.0% | $4,741+76.5% |
| Participant deferral / active EE | $5,299 | $6,447-17.8% | $5,638-6.0% | $6,401-17.2% |
| Admin fee / account holder | $136 | $18,094-99.2% | $14,677-99.1% | $11,429-98.8% |