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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,299 | $167,533-46.1% | $151,645-40.5% | $134,545-32.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.08% | 7.81%-26.9pp | 3.34%-22.4pp | 418.37%-437.5pp |
| Employer contribution / active EE | $6,198 | $6,828-9.2% | $6,165+0.5% | $4,742+30.7% |
| Participant deferral / active EE | $9,542 | $8,985+6.2% | $8,363+14.1% | $6,401+49.1% |
| Admin fee / account holder | $116 | $13,781-99.2% | $11,614-99.0% | $11,431-99.0% |