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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,429 | $85,790-59.9% | $67,313-48.9% | $135,380-74.6% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -9.00% | -0.54%-8.5pp | -4.08%-4.9pp | 519.81%-528.8pp |
| Employer contribution / active EE | $2,039 | $3,487-41.5% | $2,566-20.5% | $4,779-57.3% |
| Participant deferral / active EE | $4,614 | $4,651-0.8% | $3,568+29.3% | $5,609-17.7% |
| Admin fee / account holder | $14 | $6,392-99.8% | $4,507-99.7% | $10,828-99.9% |