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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,802 | $87,705+5.8% | $63,517+46.1% | $125,393-26.0% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -0.73% | 21.70%-22.4pp | -70.30%+69.6pp | 282.23%-283.0pp |
| Employer contribution / active EE | $1,199 | $3,601-66.7% | $2,322-48.3% | $4,866-75.4% |
| Participant deferral / active EE | $4,736 | $3,939+20.2% | $2,953+60.4% | $5,351-11.5% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,541-100.0% |