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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,078 | $158,852-45.8% | $121,220-29.0% | $135,380-36.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -8.85% | -0.64%-8.2pp | 16.94%-25.8pp | 519.81%-528.7pp |
| Employer contribution / active EE | $16,731 | $5,666+195.3% | $4,023+315.9% | $4,779+250.1% |
| Participant deferral / active EE | $9,775 | $4,006+144.0% | $3,345+192.2% | $5,609+74.3% |
| Admin fee / account holder | $97 | $6,515-98.5% | $5,021-98.1% | $10,828-99.1% |