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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,965 | $72,177-5.8% | $115,037-40.9% | $59,632+14.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.10% | 12.02%-13.1pp | 26.14%-27.2pp | 2041.32%-2042.4pp |
| Employer contribution / active EE | $4,324 | $2,841+52.2% | $4,608-6.1% | $2,203+96.3% |
| Participant deferral / active EE | $9,974 | $4,783+108.5% | $6,026+65.5% | $3,192+212.5% |
| Admin fee / account holder | $150 | $4,927-96.9% | $8,175-98.2% | $4,297-96.5% |