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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,206 | $77,817-62.5% | $123,553-76.4% | $64,173-54.5% |
| Participation rate | 73.3% | 74.7%-1.4pp | 82.3%-9.0pp | 69.6%+3.8pp |
| Annual return | -3.14% | 12.49%-15.6pp | 119.21%-122.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $5,688 | $3,014+88.7% | $4,628+22.9% | $2,381+138.9% |
| Participant deferral / active EE | $2,866 | $5,240-45.3% | $6,426-55.4% | $3,470-17.4% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |