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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,766 | $167,353-38.0% | $143,797-27.8% | $134,545-22.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.66% | 0.48%-6.1pp | -0.04%-5.6pp | 418.37%-424.0pp |
| Employer contribution / active EE | $14,433 | $5,620+156.8% | $4,952+191.4% | $4,742+204.4% |
| Participant deferral / active EE | $9,000 | $6,447+39.6% | $5,638+59.6% | $6,401+40.6% |
| Admin fee / account holder | $171 | $18,096-99.1% | $14,679-98.8% | $11,431-98.5% |