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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,127 | $95,915-36.3% | $79,580-23.2% | $134,532-54.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.78% | -2.71%-13.1pp | 0.15%-15.9pp | 418.27%-434.0pp |
| Employer contribution / active EE | $1,875 | $3,129-40.1% | $2,413-22.3% | $4,741-60.5% |
| Participant deferral / active EE | $1,371 | $4,693-70.8% | $3,985-65.6% | $6,401-78.6% |
| Admin fee / account holder | $267 | $9,132-97.1% | $6,835-96.1% | $11,429-97.7% |