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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,897 | $45,872+45.8% | $77,100-13.2% | $68,490-2.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -16.27% | 1.73%-18.0pp | 42.35%-58.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $6,723 | $1,650+307.5% | $2,815+138.8% | $2,597+158.9% |
| Participant deferral / active EE | $6,785 | $2,963+129.0% | $4,430+53.2% | $4,028+68.4% |
| Admin fee / account holder | $25 | $3,041-99.2% | $5,443-99.5% | $5,403-99.5% |