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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,196 | $92,219+33.6% | $76,768+60.5% | $135,379-9.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.54% | 5.46%-13.0pp | 2.43%-10.0pp | 519.79%-527.3pp |
| Employer contribution / active EE | $2,981 | $3,216-7.3% | $2,485+20.0% | $4,779-37.6% |
| Participant deferral / active EE | $6,676 | $4,508+48.1% | $3,852+73.3% | $5,609+19.0% |
| Admin fee / account holder | $155 | $10,749-98.6% | $6,675-97.7% | $10,828-98.6% |