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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,922 | $99,032-5.2% | $80,022+17.4% | $135,380-30.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.26% | 15.39%-20.6pp | 11.22%-16.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $8,175 | $3,043+168.6% | $2,468+231.3% | $4,779+71.1% |
| Participant deferral / active EE | $8,380 | $4,282+95.7% | $3,686+127.4% | $5,609+49.4% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |