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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,026 | $167,362-8.0% | $143,799+7.1% | $134,532+14.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.73% | 0.47%-16.2pp | -0.04%-15.7pp | 418.27%-434.0pp |
| Employer contribution / active EE | $12,125 | $5,620+115.7% | $4,952+144.8% | $4,741+155.7% |
| Participant deferral / active EE | $5,977 | $6,447-7.3% | $5,638+6.0% | $6,401-6.6% |
| Admin fee / account holder | $144 | $18,094-99.2% | $14,677-99.0% | $11,429-98.7% |