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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,679 | $107,809-32.6% | $90,657-19.8% | $135,380-46.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.94% | -0.90%-6.0pp | 1.89%-8.8pp | 519.81%-526.7pp |
| Employer contribution / active EE | $9,290 | $3,018+207.8% | $2,532+266.9% | $4,779+94.4% |
| Participant deferral / active EE | $9,047 | $3,872+133.7% | $3,424+164.2% | $5,609+61.3% |
| Admin fee / account holder | $187 | $5,931-96.9% | $4,994-96.3% | $10,828-98.3% |