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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,068 | $147,167-49.7% | $111,392-33.5% | $135,379-45.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -8.17% | -4.44%-3.7pp | -2.06%-6.1pp | 519.79%-528.0pp |
| Employer contribution / active EE | $7,566 | $5,204+45.4% | $4,328+74.8% | $4,779+58.3% |
| Participant deferral / active EE | $5,252 | $6,565-20.0% | $5,567-5.7% | $5,609-6.4% |
| Admin fee / account holder | $201 | $20,270-99.0% | $12,266-98.4% | $10,828-98.1% |