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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,907 | $142,361-3.8% | $119,608+14.5% | $134,509+1.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.39% | -12.46%-6.9pp | -14.98%-4.4pp | 418.13%-437.5pp |
| Employer contribution / active EE | $5,519 | $5,224+5.7% | $4,232+30.4% | $4,741+16.4% |
| Participant deferral / active EE | $8,920 | $6,468+37.9% | $5,601+59.2% | $6,400+39.4% |
| Admin fee / account holder | $78 | $13,588-99.4% | $10,326-99.2% | $11,427-99.3% |