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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,685 | $77,817-56.7% | $123,553-72.7% | $64,173-47.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.96% | 12.49%-20.4pp | 119.21%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,640 | $3,014-12.4% | $4,628-43.0% | $2,381+10.9% |
| Participant deferral / active EE | $9,797 | $5,240+87.0% | $6,426+52.5% | $3,470+182.3% |
| Admin fee / account holder | $205 | $5,519-96.3% | $9,284-97.8% | $4,887-95.8% |