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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,160 | $85,790-14.7% | $67,313+8.7% | $135,382-46.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.93% | -0.54%-4.4pp | -4.08%-0.9pp | 519.77%-524.7pp |
| Employer contribution / active EE | $10,163 | $3,487+191.4% | $2,566+296.1% | $4,779+112.7% |
| Participant deferral / active EE | $9,634 | $4,651+107.1% | $3,568+170.0% | $5,609+71.8% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,829-100.0% |