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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,983 | $140,592-29.6% | $123,106-19.6% | $125,388-21.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.22% | 16.80%-20.0pp | 13.22%-16.4pp | 282.24%-285.5pp |
| Employer contribution / active EE | $2,667 | $6,041-55.9% | $5,151-48.2% | $4,866-45.2% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |