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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,742 | $53,162-30.9% | $91,225-59.7% | $68,486-46.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -14.64% | -3.14%-11.5pp | 114.12%-128.8pp | -7.85%-6.8pp |
| Employer contribution / active EE | $3,956 | $1,709+131.4% | $2,851+38.8% | $2,597+52.3% |
| Participant deferral / active EE | $4,431 | $2,974+49.0% | $4,233+4.7% | $4,028+10.0% |
| Admin fee / account holder | $2 | $4,493-100.0% | $5,422-100.0% | $5,404-100.0% |