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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,860 | $84,518-24.4% | $67,704-5.7% | $125,389-49.1% |
| Participation rate | 94.7% | 74.8%+20.0pp | 67.5%+27.2pp | 83.2%+11.5pp |
| Annual return | -2.21% | 2.57%-4.8pp | 25.41%-27.6pp | 282.24%-284.4pp |
| Employer contribution / active EE | $5,049 | $3,292+53.3% | $2,559+97.3% | $4,866+3.7% |
| Participant deferral / active EE | $5,325 | $4,430+20.2% | $3,585+48.5% | $5,352-0.5% |
| Admin fee / account holder | $54 | $5,340-99.0% | $4,255-98.7% | $9,541-99.4% |