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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,581 | $100,792-2.2% | $86,691+13.7% | $134,509-26.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.90% | 29.08%-40.0pp | 35.94%-46.8pp | 418.13%-429.0pp |
| Employer contribution / active EE | $2,298 | $3,491-34.2% | $2,837-19.0% | $4,741-51.5% |
| Participant deferral / active EE | $7,689 | $5,339+44.0% | $4,656+65.1% | $6,400+20.1% |
| Admin fee / account holder | $95 | $10,924-99.1% | $7,492-98.7% | $11,427-99.2% |