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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,271 | $127,100-77.0% | $105,738-72.3% | $135,379-78.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.32% | 4.49%-11.8pp | 6.27%-13.6pp | 519.79%-527.1pp |
| Employer contribution / active EE | $5,700 | $4,107+38.8% | $3,268+74.4% | $4,779+19.3% |
| Participant deferral / active EE | $2,400 | $5,064-52.6% | $4,080-41.2% | $5,609-57.2% |
| Admin fee / account holder | $55 | $9,087-99.4% | $6,913-99.2% | $10,828-99.5% |