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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,092 | $92,219-43.5% | $76,767-32.1% | $135,380-61.5% |
| Participation rate | 95.7% | 79.8%+15.9pp | 77.0%+18.7pp | 82.6%+13.0pp |
| Annual return | -4.19% | 5.46%-9.6pp | 2.43%-6.6pp | 519.81%-524.0pp |
| Employer contribution / active EE | $4,095 | $3,216+27.3% | $2,485+64.8% | $4,779-14.3% |
| Participant deferral / active EE | $8,515 | $4,508+88.9% | $3,852+121.1% | $5,609+51.8% |
| Admin fee / account holder | $6 | $10,749-99.9% | $6,675-99.9% | $10,828-99.9% |