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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,247 | $106,115-72.4% | $85,969-66.0% | $125,388-76.7% |
| Participation rate | 85.7% | 84.1%+1.7pp | 76.5%+9.2pp | 83.2%+2.5pp |
| Annual return | -3.28% | 13.93%-17.2pp | 9.32%-12.6pp | 282.24%-285.5pp |
| Employer contribution / active EE | $2,162 | $4,537-52.3% | $3,474-37.8% | $4,866-55.6% |
| Participant deferral / active EE | $2,540 | $4,859-47.7% | $3,829-33.7% | $5,352-52.5% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |