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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,368 | $92,219-18.3% | $76,766-1.8% | $135,382-44.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.67% | 5.46%-10.1pp | 2.43%-7.1pp | 519.77%-524.4pp |
| Employer contribution / active EE | $4,864 | $3,216+51.2% | $2,485+95.7% | $4,779+1.8% |
| Participant deferral / active EE | $5,305 | $4,508+17.7% | $3,851+37.7% | $5,609-5.4% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,829-100.0% |