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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,992 | $127,100-35.5% | $105,738-22.5% | $135,382-39.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.55% | 4.49%-10.0pp | 6.27%-11.8pp | 519.77%-525.3pp |
| Employer contribution / active EE | $3,527 | $4,107-14.1% | $3,268+7.9% | $4,779-26.2% |
| Participant deferral / active EE | $9,852 | $5,064+94.5% | $4,080+141.5% | $5,609+75.6% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,829-100.0% |