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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,975 | $167,533-63.0% | $151,645-59.1% | $134,545-53.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.69% | 7.81%-26.5pp | 3.34%-22.0pp | 418.37%-437.1pp |
| Employer contribution / active EE | $6,543 | $6,828-4.2% | $6,165+6.1% | $4,742+38.0% |
| Participant deferral / active EE | $8,655 | $8,985-3.7% | $8,363+3.5% | $6,401+35.2% |
| Admin fee / account holder | $169 | $13,781-98.8% | $11,614-98.5% | $11,431-98.5% |