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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,638 | $95,188+40.4% | $76,518+74.6% | $135,380-1.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.06% | 4.85%-8.9pp | -0.27%-3.8pp | 519.81%-523.9pp |
| Employer contribution / active EE | $2,259 | $3,303-31.6% | $2,647-14.7% | $4,779-52.7% |
| Participant deferral / active EE | $4,270 | $4,640-8.0% | $3,836+11.3% | $5,609-23.9% |
| Admin fee / account holder | $157 | $6,249-97.5% | $4,849-96.8% | $10,828-98.5% |