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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,279 | $69,518+5.4% | $59,883+22.4% | $135,377-45.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.37% | 7.95%-16.3pp | 3.46%-11.8pp | 519.75%-528.1pp |
| Employer contribution / active EE | $9,200 | $3,235+184.4% | $2,722+238.0% | $4,779+92.5% |
| Participant deferral / active EE | $9,239 | $4,204+119.7% | $3,402+171.6% | $5,609+64.7% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |