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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,332 | $57,352+1.7% | $83,831-30.4% | $64,173-9.1% |
| Participation rate | 79.3% | 68.6%+10.7pp | 76.1%+3.2pp | 69.6%+9.7pp |
| Annual return | -7.12% | 11.38%-18.5pp | 850.99%-858.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $4,010 | $2,546+57.5% | $3,631+10.4% | $2,381+68.4% |
| Participant deferral / active EE | $2,014 | $2,993-32.7% | $4,082-50.7% | $3,470-41.9% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |