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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,324 | $167,522-2.5% | $151,639+7.7% | $134,532+21.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -18.85% | 7.81%-26.7pp | 3.34%-22.2pp | 418.27%-437.1pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $20,005 | $8,986+122.6% | $8,363+139.2% | $6,401+212.5% |
| Admin fee / account holder | $170 | $13,780-98.8% | $11,613-98.5% | $11,429-98.5% |