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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,096 | $147,167-15.0% | $111,392+12.3% | $135,379-7.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -6.13% | -4.44%-1.7pp | -2.06%-4.1pp | 519.79%-525.9pp |
| Employer contribution / active EE | $3,359 | $5,204-35.5% | $4,328-22.4% | $4,779-29.7% |
| Participant deferral / active EE | $3,641 | $6,565-44.5% | $5,567-34.6% | $5,609-35.1% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,828-100.0% |