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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,200 | $87,546-79.2% | $75,784-76.0% | $125,389-85.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.61% | 13.49%-17.1pp | 9.68%-13.3pp | 282.24%-285.9pp |
| Employer contribution / active EE | $3,887 | $3,930-1.1% | $3,323+17.0% | $4,866-20.1% |
| Participant deferral / active EE | $2,541 | $4,230-39.9% | $3,652-30.4% | $5,352-52.5% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |