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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,054 | $167,522-19.4% | $151,639-10.9% | $134,532+0.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.06% | 7.81%-27.9pp | 3.34%-23.4pp | 418.27%-438.3pp |
| Employer contribution / active EE | $17,455 | $6,828+155.6% | $6,165+183.1% | $4,741+268.2% |
| Participant deferral / active EE | $17,586 | $8,986+95.7% | $8,363+110.3% | $6,401+174.7% |
| Admin fee / account holder | $284 | $13,780-97.9% | $11,613-97.6% | $11,429-97.5% |