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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,724 | $158,852-43.5% | $121,220-26.0% | $135,380-33.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -7.25% | -0.64%-6.6pp | 16.94%-24.2pp | 519.81%-527.1pp |
| Employer contribution / active EE | $14,152 | $5,666+149.8% | $4,023+251.8% | $4,779+196.1% |
| Participant deferral / active EE | $3,729 | $4,006-6.9% | $3,345+11.5% | $5,609-33.5% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |