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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,543 | $127,100-16.2% | $105,738+0.8% | $135,382-21.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.01% | 4.49%-9.5pp | 6.27%-11.3pp | 519.77%-524.8pp |
| Employer contribution / active EE | $3,333 | $4,107-18.8% | $3,268+2.0% | $4,779-30.2% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,829-100.0% |