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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,385 | $158,852-77.7% | $121,220-70.8% | $135,380-73.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -6.06% | -0.64%-5.4pp | 16.94%-23.0pp | 519.81%-525.9pp |
| Employer contribution / active EE | $6,149 | $5,666+8.5% | $4,023+52.9% | $4,779+28.7% |
| Participant deferral / active EE | $7,549 | $4,006+88.5% | $3,345+125.7% | $5,609+34.6% |
| Admin fee / account holder | $168 | $6,515-97.4% | $5,021-96.7% | $10,828-98.5% |