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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,896 | $84,518-54.0% | $67,704-42.5% | $125,389-69.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.12% | 2.57%-3.7pp | 25.41%-26.5pp | 282.24%-283.4pp |
| Employer contribution / active EE | $2,067 | $3,292-37.2% | $2,559-19.2% | $4,866-57.5% |
| Participant deferral / active EE | $4,495 | $4,430+1.5% | $3,585+25.4% | $5,352-16.0% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |