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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,506 | $97,020-17.0% | $83,322-3.4% | $135,379-40.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.41% | 12.31%-18.7pp | 10.64%-17.1pp | 519.79%-526.2pp |
| Employer contribution / active EE | $6,793 | $4,144+63.9% | $3,379+101.0% | $4,779+42.1% |
| Participant deferral / active EE | $5,438 | $5,964-8.8% | $5,565-2.3% | $5,609-3.0% |
| Admin fee / account holder | $15 | $8,426-99.8% | $7,540-99.8% | $10,828-99.9% |