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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,632 | $167,362-5.8% | $143,799+9.6% | $134,532+17.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -19.69% | 0.47%-20.2pp | -0.04%-19.6pp | 418.27%-438.0pp |
| Employer contribution / active EE | $3,438 | $5,620-38.8% | $4,952-30.6% | $4,741-27.5% |
| Participant deferral / active EE | $6,011 | $6,447-6.8% | $5,638+6.6% | $6,401-6.1% |
| Admin fee / account holder | $133 | $18,094-99.3% | $14,677-99.1% | $11,429-98.8% |