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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,472 | $69,541-41.8% | $59,899-32.4% | $135,380-70.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.15% | 7.95%-15.1pp | 3.46%-10.6pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,892 | $3,236-41.5% | $2,723-30.5% | $4,779-60.4% |
| Participant deferral / active EE | $3,776 | $4,206-10.2% | $3,402+11.0% | $5,609-32.7% |
| Admin fee / account holder | $181 | $5,737-96.8% | $3,592-95.0% | $10,828-98.3% |