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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,290 | $73,848+7.4% | $143,799-44.9% | $68,486+15.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.59% | 0.91%-14.5pp | -0.04%-13.6pp | -7.85%-5.7pp |
| Employer contribution / active EE | $7,823 | $3,184+145.7% | $4,952+58.0% | $2,597+201.3% |
| Participant deferral / active EE | $5,349 | $3,385+58.0% | $5,638-5.1% | $4,028+32.8% |
| Admin fee / account holder | $74 | $5,755-98.7% | $14,677-99.5% | $5,404-98.6% |