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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,228 | $167,362-24.0% | $143,799-11.5% | $134,532-5.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.62% | 0.47%-7.1pp | -0.04%-6.6pp | 418.27%-424.9pp |
| Employer contribution / active EE | $8,920 | $5,620+58.7% | $4,952+80.1% | $4,741+88.2% |
| Participant deferral / active EE | $6,292 | $6,447-2.4% | $5,638+11.6% | $6,401-1.7% |
| Admin fee / account holder | $53 | $18,094-99.7% | $14,677-99.6% | $11,429-99.5% |