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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,782 | $167,522-25.5% | $151,639-17.7% | $134,532-7.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.81% | 7.81%-23.6pp | 3.34%-19.2pp | 418.27%-434.1pp |
| Employer contribution / active EE | $3,189 | $6,828-53.3% | $6,165-48.3% | $4,741-32.7% |
| Participant deferral / active EE | $8,513 | $8,986-5.3% | $8,363+1.8% | $6,401+33.0% |
| Admin fee / account holder | $50 | $13,780-99.6% | $11,613-99.6% | $11,429-99.6% |