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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,754 | $167,533-45.8% | $151,645-40.2% | $134,545-32.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -4.97% | 7.81%-12.8pp | 3.34%-8.3pp | 418.37%-423.3pp |
| Employer contribution / active EE | $6,873 | $6,828+0.7% | $6,165+11.5% | $4,742+44.9% |
| Participant deferral / active EE | $9,783 | $8,985+8.9% | $8,363+17.0% | $6,401+52.8% |
| Admin fee / account holder | $76 | $13,781-99.4% | $11,614-99.3% | $11,431-99.3% |