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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,570 | $167,352-5.2% | $143,788+10.3% | $134,509+17.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.89% | 0.47%-9.4pp | -0.03%-8.9pp | 418.13%-427.0pp |
| Employer contribution / active EE | $1,750 | $5,620-68.9% | $4,952-64.7% | $4,741-63.1% |
| Participant deferral / active EE | $5,621 | $6,447-12.8% | $5,638-0.3% | $6,400-12.2% |
| Admin fee / account holder | $12 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |