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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,550 | $167,352-26.2% | $143,788-14.1% | $134,509-8.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.89% | 0.47%-16.4pp | -0.03%-15.9pp | 418.13%-434.0pp |
| Employer contribution / active EE | $7,141 | $5,620+27.1% | $4,952+44.2% | $4,741+50.6% |
| Participant deferral / active EE | $4,488 | $6,447-30.4% | $5,638-20.4% | $6,400-29.9% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |