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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,915 | $211,946-34.5% | $169,452-18.0% | $135,380+2.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.22% | 3.26%-6.5pp | 1.83%-5.1pp | 519.81%-523.0pp |
| Employer contribution / active EE | $4,976 | $5,117-2.8% | $4,157+19.7% | $4,779+4.1% |
| Participant deferral / active EE | $12,674 | $6,075+108.6% | $5,277+140.2% | $5,609+126.0% |
| Admin fee / account holder | $84 | $11,472-99.3% | $9,110-99.1% | $10,828-99.2% |