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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,637 | $158,852-49.2% | $121,220-33.5% | $135,379-40.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -6.09% | -0.64%-5.5pp | 16.94%-23.0pp | 519.79%-525.9pp |
| Employer contribution / active EE | $5,209 | $5,666-8.1% | $4,023+29.5% | $4,779+9.0% |
| Participant deferral / active EE | $9,728 | $4,006+142.9% | $3,345+190.8% | $5,609+73.4% |
| Admin fee / account holder | $296 | $6,515-95.5% | $5,021-94.1% | $10,828-97.3% |