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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,204 | $72,404-29.3% | $110,241-53.6% | $64,181-20.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.99% | -6.29%+0.3pp | 314.75%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,452 | $2,282+7.5% | $3,827-35.9% | $2,381+3.0% |
| Participant deferral / active EE | $4,527 | $3,469+30.5% | $4,672-3.1% | $3,470+30.5% |
| Admin fee / account holder | $15 | $5,664-99.7% | $8,548-99.8% | $4,887-99.7% |