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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,774 | $69,541-58.6% | $59,899-52.0% | $135,380-78.7% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | -5.62% | 7.95%-13.6pp | 3.46%-9.1pp | 519.81%-525.4pp |
| Employer contribution / active EE | $4,090 | $3,236+26.4% | $2,723+50.2% | $4,779-14.4% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $127 | $5,737-97.8% | $3,592-96.5% | $10,828-98.8% |