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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,705 | $85,790+19.7% | $67,313+52.6% | $135,379-24.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.01% | -0.54%-4.5pp | -4.08%-0.9pp | 519.79%-524.8pp |
| Employer contribution / active EE | $4,811 | $3,487+38.0% | $2,566+87.5% | $4,779+0.7% |
| Participant deferral / active EE | $3,468 | $4,651-25.4% | $3,568-2.8% | $5,609-38.2% |
| Admin fee / account holder | $209 | $6,392-96.7% | $4,507-95.4% | $10,828-98.1% |