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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,669 | $83,908-67.0% | $68,509-59.6% | $125,389-77.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.41% | 14.48%-15.9pp | 8.27%-9.7pp | 282.24%-283.6pp |
| Employer contribution / active EE | $2,648 | $3,031-12.6% | $2,278+16.3% | $4,866-45.6% |
| Participant deferral / active EE | $4,309 | $4,125+4.5% | $3,382+27.4% | $5,352-19.5% |
| Admin fee / account holder | $285 | $8,982-96.8% | $5,275-94.6% | $9,541-97.0% |