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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,056 | $167,352-25.9% | $143,788-13.7% | $134,509-7.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.86% | 0.47%-12.3pp | -0.03%-11.8pp | 418.13%-430.0pp |
| Employer contribution / active EE | $6,804 | $5,620+21.1% | $4,952+37.4% | $4,741+43.5% |
| Participant deferral / active EE | $4,600 | $6,447-28.7% | $5,638-18.4% | $6,400-28.1% |
| Admin fee / account holder | $85 | $18,091-99.5% | $14,675-99.4% | $11,427-99.3% |