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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,566 | $62,715-19.4% | $104,301-51.5% | $66,938-24.5% |
| Participation rate | 100.0% | 59.6%+40.4pp | 73.3%+26.7pp | 69.8%+30.2pp |
| Annual return | -11.97% | -14.70%+2.7pp | 24.61%-36.6pp | 1.58%-13.6pp |
| Employer contribution / active EE | $2,393 | $1,976+21.1% | $3,373-29.0% | $2,545-6.0% |
| Participant deferral / active EE | $0 | $2,852-100.0% | $4,626-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $657-100.0% | $7,340-100.0% | $594-100.0% |