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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,089 | $131,835-77.2% | $108,582-72.3% | $273,972-89.0% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 4.42% | -91.57%+96.0pp | -51.70%+56.1pp | 41.46%-37.0pp |
| Employer contribution / active EE | $10,000 | $4,913+103.6% | $3,758+166.1% | $4,869+105.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |