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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,399 | $167,362-3.6% | $143,799+12.2% | $134,532+20.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.53% | 0.47%-19.0pp | -0.04%-18.5pp | 418.27%-436.8pp |
| Employer contribution / active EE | $1,275 | $5,620-77.3% | $4,952-74.3% | $4,741-73.1% |
| Participant deferral / active EE | $9,550 | $6,447+48.1% | $5,638+69.4% | $6,401+49.2% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |