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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,363 | $211,946-47.5% | $169,452-34.3% | $135,379-17.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.68% | 3.26%-6.9pp | 1.83%-5.5pp | 519.79%-523.5pp |
| Employer contribution / active EE | $3,686 | $5,117-28.0% | $4,157-11.3% | $4,779-22.9% |
| Participant deferral / active EE | $4,114 | $6,075-32.3% | $5,277-22.0% | $5,609-26.7% |
| Admin fee / account holder | $133 | $11,472-98.8% | $9,110-98.5% | $10,828-98.8% |