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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,801 | $97,027+1.8% | $83,323+18.6% | $135,382-27.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.99% | 12.31%-20.3pp | 10.63%-18.6pp | 519.77%-527.8pp |
| Employer contribution / active EE | $3,631 | $4,143-12.4% | $3,379+7.5% | $4,779-24.0% |
| Participant deferral / active EE | $11,150 | $5,964+86.9% | $5,565+100.4% | $5,609+98.8% |
| Admin fee / account holder | $0 | $8,427-100.0% | $7,539-100.0% | $10,829-100.0% |