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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,768 | $95,188+10.1% | $76,518+36.9% | $135,380-22.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.16% | 4.85%-13.0pp | -0.27%-7.9pp | 519.81%-528.0pp |
| Employer contribution / active EE | $10,724 | $3,303+224.7% | $2,647+305.1% | $4,779+124.4% |
| Participant deferral / active EE | $3,857 | $4,640-16.9% | $3,836+0.6% | $5,609-31.2% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |