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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,217 | $167,362-17.4% | $143,799-3.9% | $134,532+2.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.16% | 0.47%-17.6pp | -0.04%-17.1pp | 418.27%-435.4pp |
| Employer contribution / active EE | $16,175 | $5,620+187.8% | $4,952+226.6% | $4,741+241.2% |
| Participant deferral / active EE | $5,720 | $6,447-11.3% | $5,638+1.4% | $6,401-10.6% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |