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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,245 | $100,805-52.1% | $86,698-44.4% | $134,532-64.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.13% | 29.09%-47.2pp | 35.95%-54.1pp | 418.27%-436.4pp |
| Employer contribution / active EE | $1,693 | $3,490-51.5% | $2,837-40.3% | $4,741-64.3% |
| Participant deferral / active EE | $3,319 | $5,339-37.8% | $4,656-28.7% | $6,401-48.1% |
| Admin fee / account holder | $92 | $10,925-99.2% | $7,493-98.8% | $11,429-99.2% |