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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,756 | $167,362-30.2% | $143,799-18.8% | $134,532-13.2% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -5.56% | 0.47%-6.0pp | -0.04%-5.5pp | 418.27%-423.8pp |
| Employer contribution / active EE | $6,899 | $5,620+22.8% | $4,952+39.3% | $4,741+45.5% |
| Participant deferral / active EE | $2,611 | $6,447-59.5% | $5,638-53.7% | $6,401-59.2% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |