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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,983 | $92,219-21.9% | $76,767-6.2% | $135,380-46.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.15% | 5.46%-13.6pp | 2.43%-10.6pp | 519.81%-528.0pp |
| Employer contribution / active EE | $6,251 | $3,216+94.4% | $2,485+151.5% | $4,779+30.8% |
| Participant deferral / active EE | $6,125 | $4,508+35.9% | $3,852+59.0% | $5,609+9.2% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |