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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,925 | $131,835+2.3% | $108,582+24.3% | $273,972-50.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.26% | -91.57%+98.8pp | -51.70%+59.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $3,636 | $4,913-26.0% | $3,758-3.2% | $4,869-25.3% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |