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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,741 | $81,948-40.5% | $90,766-46.3% | $64,824-24.8% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | -14.29% | -12.53%-1.8pp | -12.16%-2.1pp | 32.84%-47.1pp |
| Employer contribution / active EE | $1,883 | $3,067-38.6% | $2,922-35.6% | $2,507-24.9% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $157-100.0% | $8,446-100.0% | $188-100.0% |