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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,279 | $69,541+5.4% | $59,899+22.3% | $135,380-45.9% |
| 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 | 519.81%-528.2pp |
| Employer contribution / active EE | $9,200 | $3,236+184.3% | $2,723+237.9% | $4,779+92.5% |
| Participant deferral / active EE | $9,239 | $4,206+119.7% | $3,402+171.5% | $5,609+64.7% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |