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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,839 | $167,362+15.2% | $143,799+34.1% | $134,532+43.3% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -13.89% | 0.47%-14.4pp | -0.04%-13.8pp | 418.27%-432.2pp |
| Employer contribution / active EE | $2,049 | $5,620-63.5% | $4,952-58.6% | $4,741-56.8% |
| Participant deferral / active EE | $4,623 | $6,447-28.3% | $5,638-18.0% | $6,401-27.8% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |