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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,643 | $112,300-32.6% | $90,223-16.2% | $125,389-39.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -3.03% | -0.57%-2.5pp | 1.31%-4.3pp | 282.24%-285.3pp |
| Employer contribution / active EE | $8,168 | $5,181+57.6% | $4,378+86.5% | $4,866+67.8% |
| Participant deferral / active EE | $4,440 | $6,733-34.0% | $5,792-23.3% | $5,352-17.0% |
| Admin fee / account holder | $272 | $10,990-97.5% | $7,406-96.3% | $9,541-97.2% |