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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,023 | $131,835-43.9% | $108,582-31.8% | $273,972-73.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.61% | -91.57%+100.2pp | -51.70%+60.3pp | 41.46%-32.8pp |
| Employer contribution / active EE | $10,322 | $4,913+110.1% | $3,758+174.6% | $4,869+112.0% |
| Participant deferral / active EE | $3,889 | $5,127-24.2% | $4,311-9.8% | $5,287-26.4% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |