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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,942 | $99,032-34.4% | $80,022-18.8% | $135,380-52.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.90% | 15.39%-22.3pp | 11.22%-18.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $2,950 | $3,043-3.1% | $2,468+19.5% | $4,779-38.3% |
| Participant deferral / active EE | $7,600 | $4,282+77.5% | $3,686+106.2% | $5,609+35.5% |
| Admin fee / account holder | $15 | $10,436-99.9% | $6,521-99.8% | $10,828-99.9% |