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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,896 | $97,020-8.4% | $83,327+6.7% | $135,380-34.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.27% | 12.31%-17.6pp | 10.64%-15.9pp | 519.81%-525.1pp |
| Employer contribution / active EE | $7,829 | $4,144+88.9% | $3,379+131.7% | $4,779+63.8% |
| Participant deferral / active EE | $6,900 | $5,964+15.7% | $5,565+24.0% | $5,609+23.0% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |