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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,693 | $95,188-12.1% | $76,518+9.4% | $135,380-38.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.55% | 4.85%-12.4pp | -0.27%-7.3pp | 519.81%-527.4pp |
| Employer contribution / active EE | $2,575 | $3,303-22.0% | $2,647-2.7% | $4,779-46.1% |
| Participant deferral / active EE | $5,890 | $4,640+26.9% | $3,836+53.6% | $5,609+5.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |