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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,228 | $167,352-24.6% | $143,788-12.2% | $134,509-6.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.30% | 0.47%-14.8pp | -0.03%-14.3pp | 418.13%-432.4pp |
| Employer contribution / active EE | $4,931 | $5,620-12.3% | $4,952-0.4% | $4,741+4.0% |
| Participant deferral / active EE | $7,672 | $6,447+19.0% | $5,638+36.1% | $6,400+19.9% |
| Admin fee / account holder | $60 | $18,091-99.7% | $14,675-99.6% | $11,427-99.5% |