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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,628 | $211,946-70.5% | $169,452-63.0% | $135,380-53.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.52% | 3.26%-11.8pp | 1.83%-10.3pp | 519.81%-528.3pp |
| Employer contribution / active EE | $4,798 | $5,117-6.2% | $4,157+15.4% | $4,779+0.4% |
| Participant deferral / active EE | $5,297 | $6,075-12.8% | $5,277+0.4% | $5,609-5.6% |
| Admin fee / account holder | $70 | $11,472-99.4% | $9,110-99.2% | $10,828-99.4% |