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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,173 | $95,917+8.6% | $79,583+30.9% | $134,545-22.6% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -16.20% | -2.70%-13.5pp | 0.16%-16.4pp | 418.37%-434.6pp |
| Employer contribution / active EE | $2,162 | $3,129-30.9% | $2,414-10.4% | $4,742-54.4% |
| Participant deferral / active EE | $6,838 | $4,694+45.7% | $3,986+71.6% | $6,401+6.8% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |