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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,769 | $167,352-10.5% | $143,788+4.2% | $134,509+11.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.07% | 0.47%-19.5pp | -0.03%-19.0pp | 418.13%-437.2pp |
| Employer contribution / active EE | $1,987 | $5,620-64.6% | $4,952-59.9% | $4,741-58.1% |
| Participant deferral / active EE | $17,441 | $6,447+170.5% | $5,638+209.3% | $6,400+172.5% |
| Admin fee / account holder | $84 | $18,091-99.5% | $14,675-99.4% | $11,427-99.3% |