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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,319 | $97,027-52.3% | $83,323-44.4% | $135,382-65.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.12% | 12.31%-20.4pp | 10.63%-18.8pp | 519.77%-527.9pp |
| Employer contribution / active EE | $4,032 | $4,143-2.7% | $3,379+19.3% | $4,779-15.6% |
| Participant deferral / active EE | $14,615 | $5,964+145.0% | $5,565+162.6% | $5,609+160.6% |
| Admin fee / account holder | $269 | $8,427-96.8% | $7,539-96.4% | $10,829-97.5% |