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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,870 | $73,019-8.4% | $90,766-26.3% | $68,490-2.4% |
| Participation rate | 93.1% | 70.8%+22.2pp | 75.7%+17.4pp | 67.9%+25.2pp |
| Annual return | -15.74% | -13.81%-1.9pp | -12.16%-3.6pp | -7.85%-7.9pp |
| Employer contribution / active EE | $9,991 | $2,193+355.7% | $2,922+241.9% | $2,597+284.8% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,897-100.0% | $8,446-100.0% | $5,403-100.0% |