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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,349 | $167,352-29.3% | $143,788-17.7% | $134,509-12.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.08% | 0.47%-17.5pp | -0.03%-17.0pp | 418.13%-435.2pp |
| Employer contribution / active EE | $6,682 | $5,620+18.9% | $4,952+34.9% | $4,741+40.9% |
| Participant deferral / active EE | $4,209 | $6,447-34.7% | $5,638-25.4% | $6,400-34.2% |
| Admin fee / account holder | $65 | $18,091-99.6% | $14,675-99.6% | $11,427-99.4% |