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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,392 | $64,311+0.1% | $57,356+12.3% | $125,389-48.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -2.92% | 25.14%-28.1pp | 24.41%-27.3pp | 282.24%-285.2pp |
| Employer contribution / active EE | $4,194 | $3,193+31.4% | $2,689+56.0% | $4,866-13.8% |
| Participant deferral / active EE | $8,745 | $3,846+127.4% | $3,162+176.6% | $5,352+63.4% |
| Admin fee / account holder | $21 | $5,243-99.6% | $3,357-99.4% | $9,541-99.8% |