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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,058 | $167,362-38.4% | $143,799-28.3% | $134,532-23.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.50% | 0.47%-20.0pp | -0.04%-19.5pp | 418.27%-437.8pp |
| Employer contribution / active EE | $5,933 | $5,620+5.6% | $4,952+19.8% | $4,741+25.1% |
| Participant deferral / active EE | $2,727 | $6,447-57.7% | $5,638-51.6% | $6,401-57.4% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |