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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,808 | $69,518+7.6% | $59,887+24.9% | $135,379-44.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.78% | 7.95%-11.7pp | 3.46%-7.2pp | 519.79%-523.6pp |
| Employer contribution / active EE | $3,476 | $3,235+7.5% | $2,722+27.7% | $4,779-27.3% |
| Participant deferral / active EE | $2,796 | $4,204-33.5% | $3,402-17.8% | $5,609-50.2% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |