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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,146 | $158,827-64.0% | $121,208-52.9% | $135,382-57.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -6.10% | -0.64%-5.5pp | 16.93%-23.0pp | 519.77%-525.9pp |
| Employer contribution / active EE | $1,572 | $5,666-72.3% | $4,023-60.9% | $4,779-67.1% |
| Participant deferral / active EE | $1,634 | $4,006-59.2% | $3,345-51.2% | $5,609-70.9% |
| Admin fee / account holder | $55 | $6,514-99.2% | $5,020-98.9% | $10,829-99.5% |