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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,487 | $92,219+26.3% | $76,768+51.7% | $135,379-14.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.30% | 5.46%-10.8pp | 2.43%-7.7pp | 519.79%-525.1pp |
| Employer contribution / active EE | $6,441 | $3,216+100.3% | $2,485+159.2% | $4,779+34.8% |
| Participant deferral / active EE | $2,455 | $4,508-45.6% | $3,852-36.3% | $5,609-56.2% |
| Admin fee / account holder | $2 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |