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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,517 | $110,083-2.3% | $151,645-29.1% | $68,490+57.0% |
| Participation rate | 98.6% | 84.0%+14.6pp | 87.5%+11.1pp | 67.9%+30.7pp |
| Annual return | -15.21% | -10.12%-5.1pp | 3.34%-18.6pp | -7.85%-7.4pp |
| Employer contribution / active EE | $26,131 | $4,470+484.6% | $6,165+323.8% | $2,597+906.3% |
| Participant deferral / active EE | $14,457 | $6,526+121.5% | $8,363+72.9% | $4,028+258.9% |
| Admin fee / account holder | $4 | $7,718-99.9% | $11,614-100.0% | $5,403-99.9% |