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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,572 | $158,852-17.8% | $121,220+7.7% | $135,379-3.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -4.40% | -0.64%-3.8pp | 16.94%-21.3pp | 519.79%-524.2pp |
| Employer contribution / active EE | $26,383 | $5,666+365.6% | $4,023+555.9% | $4,779+452.1% |
| Participant deferral / active EE | $22,333 | $4,006+457.6% | $3,345+567.6% | $5,609+298.2% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |