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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,546 | $87,705-37.8% | $63,517-14.1% | $125,393-56.5% |
| Participation rate | 95.7% | 77.0%+18.6pp | 71.0%+24.6pp | 83.2%+12.5pp |
| Annual return | -1.61% | 21.70%-23.3pp | -70.30%+68.7pp | 282.23%-283.8pp |
| Employer contribution / active EE | $7,407 | $3,601+105.7% | $2,322+219.0% | $4,866+52.2% |
| Participant deferral / active EE | $4,755 | $3,939+20.7% | $2,953+61.0% | $5,351-11.1% |
| Admin fee / account holder | $120 | $11,948-99.0% | $5,892-98.0% | $9,541-98.7% |