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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,309 | $113,941-29.5% | $94,229-14.8% | $125,389-36.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.77% | 5.29%-6.1pp | 10.68%-11.5pp | 282.24%-283.0pp |
| Employer contribution / active EE | $10,992 | $4,727+132.5% | $3,587+206.5% | $4,866+125.9% |
| Participant deferral / active EE | $9,659 | $5,179+86.5% | $4,320+123.6% | $5,352+80.5% |
| Admin fee / account holder | $98 | $8,392-98.8% | $6,269-98.4% | $9,541-99.0% |