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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,006 | $92,219-19.8% | $76,768-3.6% | $135,379-45.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.10% | 5.46%-10.6pp | 2.43%-7.5pp | 519.79%-524.9pp |
| Employer contribution / active EE | $6,668 | $3,216+107.3% | $2,485+168.3% | $4,779+39.5% |
| Participant deferral / active EE | $5,528 | $4,508+22.6% | $3,852+43.5% | $5,609-1.4% |
| Admin fee / account holder | $149 | $10,749-98.6% | $6,675-97.8% | $10,828-98.6% |