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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,669 | $167,353-10.0% | $143,797+4.8% | $134,545+12.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.88% | 0.48%-8.4pp | -0.04%-7.8pp | 418.37%-426.3pp |
| Employer contribution / active EE | $1,940 | $5,620-65.5% | $4,952-60.8% | $4,742-59.1% |
| Participant deferral / active EE | $2,156 | $6,447-66.6% | $5,638-61.8% | $6,401-66.3% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |