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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,896 | $167,522-24.3% | $151,639-16.3% | $134,532-5.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.21% | 7.81%-28.0pp | 3.34%-23.6pp | 418.27%-438.5pp |
| Employer contribution / active EE | $6,587 | $6,828-3.5% | $6,165+6.8% | $4,741+38.9% |
| Participant deferral / active EE | $20,500 | $8,986+128.1% | $8,363+145.1% | $6,401+220.3% |
| Admin fee / account holder | $206 | $13,780-98.5% | $11,613-98.2% | $11,429-98.2% |