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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,641 | $72,177-63.1% | $115,038-76.8% | $59,633-55.3% |
| Participation rate | 91.7% | 72.6%+19.1pp | 81.4%+10.3pp | 68.7%+23.0pp |
| Annual return | -1.87% | 12.02%-13.9pp | 26.14%-28.0pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $2,792 | $2,841-1.7% | $4,608-39.4% | $2,203+26.8% |
| Participant deferral / active EE | $4,413 | $4,783-7.7% | $6,026-26.8% | $3,192+38.3% |
| Admin fee / account holder | $6 | $4,927-99.9% | $8,175-99.9% | $4,297-99.9% |