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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,642 | $107,809+9.1% | $90,657+29.8% | $135,380-13.1% |
| Participation rate | 89.5% | 78.0%+11.4pp | 74.0%+15.4pp | 82.6%+6.8pp |
| Annual return | -7.39% | -0.90%-6.5pp | 1.89%-9.3pp | 519.81%-527.2pp |
| Employer contribution / active EE | $10,073 | $3,018+233.8% | $2,532+297.9% | $4,779+110.8% |
| Participant deferral / active EE | $3,781 | $3,872-2.3% | $3,424+10.4% | $5,609-32.6% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |