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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,345 | $167,353+0.6% | $143,797+17.1% | $134,545+25.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.11% | 0.48%-14.6pp | -0.04%-14.1pp | 418.37%-432.5pp |
| Employer contribution / active EE | $4,047 | $5,620-28.0% | $4,952-18.3% | $4,742-14.6% |
| Participant deferral / active EE | $5,575 | $6,447-13.5% | $5,638-1.1% | $6,401-12.9% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |