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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,973 | $167,353-6.2% | $143,797+9.2% | $134,545+16.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.11% | 0.48%-14.6pp | -0.04%-14.1pp | 418.37%-432.5pp |
| Employer contribution / active EE | $6,624 | $5,620+17.8% | $4,952+33.7% | $4,742+39.7% |
| Participant deferral / active EE | $3,041 | $6,447-52.8% | $5,638-46.1% | $6,401-52.5% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |