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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,914 | $142,392-11.6% | $119,622+5.3% | $134,532-6.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.18% | -12.46%-2.7pp | -14.98%-0.2pp | 418.27%-433.4pp |
| Employer contribution / active EE | $1,641 | $5,224-68.6% | $4,232-61.2% | $4,741-65.4% |
| Participant deferral / active EE | $7,673 | $6,467+18.6% | $5,601+37.0% | $6,401+19.9% |
| Admin fee / account holder | $245 | $13,593-98.2% | $10,328-97.6% | $11,429-97.9% |