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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,953 | $63,924-29.7% | $108,582-58.6% | $55,167-18.5% |
| Participation rate | 96.1% | 74.3%+21.8pp | 79.6%+16.6pp | 69.0%+27.1pp |
| Annual return | 8.97% | 15.31%-6.3pp | -51.70%+60.7pp | 169.23%-160.3pp |
| Employer contribution / active EE | $5,050 | $1,879+168.7% | $3,758+34.4% | $1,963+157.3% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |