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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,019 | $91,911+48.0% | $68,612+98.2% | $135,380+0.5% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -5.98% | -8.22%+2.2pp | -4.63%-1.4pp | 519.81%-525.8pp |
| Employer contribution / active EE | $1,997 | $3,924-49.1% | $2,625-23.9% | $4,779-58.2% |
| Participant deferral / active EE | $3,846 | $4,315-10.9% | $3,311+16.1% | $5,609-31.4% |
| Admin fee / account holder | $72 | $9,240-99.2% | $5,131-98.6% | $10,828-99.3% |