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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,877 | $167,353-39.1% | $143,797-29.2% | $134,545-24.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.38% | 0.48%-6.9pp | -0.04%-6.3pp | 418.37%-424.7pp |
| Employer contribution / active EE | $4,746 | $5,620-15.6% | $4,952-4.2% | $4,742+0.1% |
| Participant deferral / active EE | $4,746 | $6,447-26.4% | $5,638-15.8% | $6,401-25.9% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |