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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,538 | $158,852-15.9% | $121,220+10.2% | $135,380-1.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -7.36% | -0.64%-6.7pp | 16.94%-24.3pp | 519.81%-527.2pp |
| Employer contribution / active EE | $19,521 | $5,666+244.5% | $4,023+385.3% | $4,779+308.5% |
| Participant deferral / active EE | $13,078 | $4,006+226.5% | $3,345+291.0% | $5,609+133.2% |
| Admin fee / account holder | $15 | $6,515-99.8% | $5,021-99.7% | $10,828-99.9% |