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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,125 | $158,827-11.8% | $121,208+15.6% | $135,382+3.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -2.75% | -0.64%-2.1pp | 16.93%-19.7pp | 519.77%-522.5pp |
| Employer contribution / active EE | $1,219 | $5,666-78.5% | $4,023-69.7% | $4,779-74.5% |
| Participant deferral / active EE | $4,297 | $4,006+7.3% | $3,345+28.5% | $5,609-23.4% |
| Admin fee / account holder | $20 | $6,514-99.7% | $5,020-99.6% | $10,829-99.8% |