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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,486 | $112,300+20.6% | $90,223+50.2% | $125,388+8.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -2.92% | -0.57%-2.3pp | 1.31%-4.2pp | 282.24%-285.2pp |
| Employer contribution / active EE | $3,660 | $5,181-29.4% | $4,378-16.4% | $4,866-24.8% |
| Participant deferral / active EE | $7,301 | $6,733+8.4% | $5,792+26.0% | $5,352+36.4% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,541-100.0% |