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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,458 | $95,188-44.9% | $76,518-31.4% | $135,379-61.3% |
| Participation rate | 87.5% | 74.4%+13.1pp | 68.0%+19.5pp | 82.6%+4.9pp |
| Annual return | -5.30% | 4.85%-10.2pp | -0.27%-5.0pp | 519.79%-525.1pp |
| Employer contribution / active EE | $2,090 | $3,303-36.7% | $2,647-21.1% | $4,779-56.3% |
| Participant deferral / active EE | $5,146 | $4,640+10.9% | $3,836+34.2% | $5,609-8.3% |
| Admin fee / account holder | $18 | $6,249-99.7% | $4,849-99.6% | $10,828-99.8% |