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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,164 | $211,946-4.6% | $169,452+19.3% | $135,380+49.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.55% | 3.26%-7.8pp | 1.83%-6.4pp | 519.81%-524.4pp |
| Employer contribution / active EE | $4,516 | $5,117-11.7% | $4,157+8.6% | $4,779-5.5% |
| Participant deferral / active EE | $14,627 | $6,075+140.8% | $5,277+177.2% | $5,609+160.8% |
| Admin fee / account holder | $138 | $11,472-98.8% | $9,110-98.5% | $10,828-98.7% |