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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,934 | $87,542-22.4% | $75,782-10.4% | $125,393-45.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.89% | 13.48%-16.4pp | 9.68%-12.6pp | 282.23%-285.1pp |
| Employer contribution / active EE | $5,259 | $3,930+33.8% | $3,323+58.3% | $4,866+8.1% |
| Participant deferral / active EE | $9,851 | $4,229+132.9% | $3,652+169.8% | $5,351+84.1% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |