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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,733 | $107,809-18.6% | $90,657-3.2% | $135,380-35.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.72% | -0.90%-7.8pp | 1.89%-10.6pp | 519.81%-528.5pp |
| Employer contribution / active EE | $7,557 | $3,018+150.4% | $2,532+198.5% | $4,779+58.1% |
| Participant deferral / active EE | $7,225 | $3,872+86.6% | $3,424+111.0% | $5,609+28.8% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |