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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,322 | $167,533-37.7% | $151,645-31.2% | $134,545-22.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.50% | 7.81%-23.3pp | 3.34%-18.8pp | 418.37%-433.9pp |
| Employer contribution / active EE | $4,566 | $6,828-33.1% | $6,165-25.9% | $4,742-3.7% |
| Participant deferral / active EE | $12,491 | $8,985+39.0% | $8,363+49.4% | $6,401+95.1% |
| Admin fee / account holder | $113 | $13,781-99.2% | $11,614-99.0% | $11,431-99.0% |