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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,802 | $105,867+3.7% | $90,760+21.0% | $134,532-18.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.99% | -10.99%-3.0pp | -12.16%-1.8pp | 418.27%-432.3pp |
| Employer contribution / active EE | $1,911 | $3,464-44.8% | $2,922-34.6% | $4,741-59.7% |
| Participant deferral / active EE | $9,953 | $5,217+90.8% | $4,565+118.0% | $6,401+55.5% |
| Admin fee / account holder | $207 | $13,936-98.5% | $8,444-97.5% | $11,429-98.2% |