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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,117 | $105,861-3.5% | $90,756+12.5% | $134,509-24.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.55% | -10.99%-5.6pp | -12.16%-4.4pp | 418.13%-434.7pp |
| Employer contribution / active EE | $2,313 | $3,463-33.2% | $2,922-20.8% | $4,741-51.2% |
| Participant deferral / active EE | $2,730 | $5,217-47.7% | $4,565-40.2% | $6,400-57.3% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,427-100.0% |