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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,235 | $87,546-60.9% | $75,784-54.8% | $125,389-72.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.49% | 13.49%-17.0pp | 9.68%-13.2pp | 282.24%-285.7pp |
| Employer contribution / active EE | $1,522 | $3,930-61.3% | $3,323-54.2% | $4,866-68.7% |
| Participant deferral / active EE | $1,918 | $4,230-54.7% | $3,652-47.5% | $5,352-64.2% |
| Admin fee / account holder | $275 | $6,503-95.8% | $5,300-94.8% | $9,541-97.1% |