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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,373 | $113,935-12.8% | $94,224+5.5% | $125,393-20.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.41% | 5.29%-7.7pp | 10.68%-13.1pp | 282.23%-284.6pp |
| Employer contribution / active EE | $9,161 | $4,727+93.8% | $3,587+155.4% | $4,866+88.3% |
| Participant deferral / active EE | $6,507 | $5,179+25.7% | $4,320+50.6% | $5,351+21.6% |
| Admin fee / account holder | $297 | $8,391-96.5% | $6,269-95.3% | $9,541-96.9% |