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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,441 | $87,546-49.2% | $75,784-41.4% | $125,389-64.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.08% | 13.49%-16.6pp | 9.68%-12.8pp | 282.24%-285.3pp |
| Employer contribution / active EE | $2,780 | $3,930-29.3% | $3,323-16.4% | $4,866-42.9% |
| Participant deferral / active EE | $6,926 | $4,230+63.8% | $3,652+89.7% | $5,352+29.4% |
| Admin fee / account holder | $299 | $6,503-95.4% | $5,300-94.4% | $9,541-96.9% |