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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,755 | $100,805-6.0% | $86,698+9.3% | $134,532-29.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.28% | 29.09%-45.4pp | 35.95%-52.2pp | 418.27%-434.5pp |
| Employer contribution / active EE | $3,937 | $3,490+12.8% | $2,837+38.8% | $4,741-17.0% |
| Participant deferral / active EE | $7,969 | $5,339+49.3% | $4,656+71.2% | $6,401+24.5% |
| Admin fee / account holder | $3 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |