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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,673 | $65,704-33.5% | $94,229-53.7% | $59,633-26.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.74% | 5.22%-7.0pp | 10.68%-12.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $4,035 | $2,021+99.7% | $3,587+12.5% | $2,203+83.2% |
| Participant deferral / active EE | $3,995 | $3,143+27.1% | $4,320-7.5% | $3,192+25.2% |
| Admin fee / account holder | $277 | $4,265-93.5% | $6,269-95.6% | $4,297-93.5% |