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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,408 | $158,852-21.7% | $121,220+2.6% | $135,380-8.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -4.74% | -0.64%-4.1pp | 16.94%-21.7pp | 519.81%-524.5pp |
| Employer contribution / active EE | $8,465 | $5,666+49.4% | $4,023+110.4% | $4,779+77.1% |
| Participant deferral / active EE | $4,150 | $4,006+3.6% | $3,345+24.1% | $5,609-26.0% |
| Admin fee / account holder | $28 | $6,515-99.6% | $5,021-99.4% | $10,828-99.7% |