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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,902 | $64,176-5.1% | $112,263-45.8% | $66,949-9.0% |
| Participation rate | 99.0% | 68.4%+30.6pp | 75.1%+24.0pp | 69.8%+29.2pp |
| Annual return | -13.48% | -13.80%+0.3pp | 27.49%-41.0pp | 1.57%-15.0pp |
| Employer contribution / active EE | $15,312 | $3,007+409.2% | $3,636+321.1% | $2,545+501.6% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |