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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,966 | $97,020+4.1% | $83,327+21.2% | $135,380-25.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.64% | 12.31%-17.0pp | 10.64%-15.3pp | 519.81%-524.4pp |
| Employer contribution / active EE | $3,853 | $4,144-7.0% | $3,379+14.0% | $4,779-19.4% |
| Participant deferral / active EE | $9,275 | $5,964+55.5% | $5,565+66.7% | $5,609+65.4% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |