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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,926 | $44,714+38.5% | $91,227-32.1% | $66,949-7.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.2%+26.8pp | 69.8%+30.2pp |
| Annual return | -14.49% | -12.25%-2.2pp | 114.14%-128.6pp | 1.57%-16.1pp |
| Employer contribution / active EE | $2,480 | $1,710+45.0% | $2,851-13.0% | $2,545-2.6% |
| Participant deferral / active EE | $4,204 | $3,355+25.3% | $4,234-0.7% | $4,239-0.8% |
| Admin fee / account holder | $53 | $521-89.9% | $5,423-99.0% | $594-91.1% |