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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,231 | $158,852-8.6% | $121,220+19.8% | $135,380+7.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -3.32% | -0.64%-2.7pp | 16.94%-20.3pp | 519.81%-523.1pp |
| Employer contribution / active EE | $10,125 | $5,666+78.7% | $4,023+151.7% | $4,779+111.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |