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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,457 | $133,981+0.4% | $112,249+19.8% | $134,532-0.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.57% | 47.16%-65.7pp | 27.48%-46.0pp | 418.27%-436.8pp |
| Employer contribution / active EE | $4,604 | $4,040+14.0% | $3,636+26.6% | $4,741-2.9% |
| Participant deferral / active EE | $17,105 | $5,292+223.2% | $4,729+261.7% | $6,401+167.2% |
| Admin fee / account holder | $20 | $7,492-99.7% | $6,412-99.7% | $11,429-99.8% |