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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,716 | $167,353-52.4% | $143,797-44.6% | $134,545-40.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.11% | 0.48%-15.6pp | -0.04%-15.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $8,309 | $5,620+47.8% | $4,952+67.8% | $4,742+75.2% |
| Participant deferral / active EE | $5,644 | $6,447-12.5% | $5,638+0.1% | $6,401-11.8% |
| Admin fee / account holder | $149 | $18,096-99.2% | $14,679-99.0% | $11,431-98.7% |