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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,888 | $133,998-4.6% | $112,263+13.9% | $134,545-4.9% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -8.83% | 47.17%-56.0pp | 27.49%-36.3pp | 418.37%-427.2pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $222 | $7,493-97.0% | $6,410-96.5% | $11,431-98.1% |