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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,419 | $77,817-28.8% | $123,553-55.1% | $64,173-13.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.76% | 12.49%-20.2pp | 119.21%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $5,235 | $3,014+73.7% | $4,628+13.1% | $2,381+119.9% |
| Participant deferral / active EE | $3,542 | $5,240-32.4% | $6,426-44.9% | $3,470+2.1% |
| Admin fee / account holder | $5 | $5,519-99.9% | $9,284-99.9% | $4,887-99.9% |