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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,489 | $92,219-10.6% | $76,767+7.5% | $135,380-39.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.05% | 5.46%-6.5pp | 2.43%-3.5pp | 519.81%-520.9pp |
| Employer contribution / active EE | $4,013 | $3,216+24.8% | $2,485+61.5% | $4,779-16.0% |
| Participant deferral / active EE | $2,191 | $4,508-51.4% | $3,852-43.1% | $5,609-60.9% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |