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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,821 | $211,946-9.0% | $169,452+13.8% | $135,380+42.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.62% | 3.26%-10.9pp | 1.83%-9.5pp | 519.81%-527.4pp |
| Employer contribution / active EE | $3,276 | $5,117-36.0% | $4,157-21.2% | $4,779-31.4% |
| Participant deferral / active EE | $9,766 | $6,075+60.7% | $5,277+85.1% | $5,609+74.1% |
| Admin fee / account holder | $125 | $11,472-98.9% | $9,110-98.6% | $10,828-98.9% |