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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,555 | $83,908-17.1% | $68,509+1.5% | $125,389-44.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.03% | 14.48%-14.5pp | 8.27%-8.3pp | 282.24%-282.3pp |
| Employer contribution / active EE | $5,063 | $3,031+67.1% | $2,278+122.3% | $4,866+4.1% |
| Participant deferral / active EE | $2,219 | $4,125-46.2% | $3,382-34.4% | $5,352-58.5% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |