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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,586 | $83,908-50.4% | $68,509-39.3% | $125,389-66.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.21% | 14.48%-16.7pp | 8.27%-10.5pp | 282.24%-284.4pp |
| Employer contribution / active EE | $1,739 | $3,031-42.6% | $2,278-23.7% | $4,866-64.3% |
| Participant deferral / active EE | $2,476 | $4,125-40.0% | $3,382-26.8% | $5,352-53.7% |
| Admin fee / account holder | $174 | $8,982-98.1% | $5,275-96.7% | $9,541-98.2% |