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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,829 | $142,392-10.9% | $119,622+6.0% | $134,532-5.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.75% | -12.46%-5.3pp | -14.98%-2.8pp | 418.27%-436.0pp |
| Employer contribution / active EE | $3,567 | $5,224-31.7% | $4,232-15.7% | $4,741-24.8% |
| Participant deferral / active EE | $6,448 | $6,467-0.3% | $5,601+15.1% | $6,401+0.7% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |