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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,013 | $167,352-70.1% | $143,788-65.2% | $134,509-62.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.19% | 0.47%-18.7pp | -0.03%-18.2pp | 418.13%-436.3pp |
| Employer contribution / active EE | $5,048 | $5,620-10.2% | $4,952+1.9% | $4,741+6.5% |
| Participant deferral / active EE | $4,298 | $6,447-33.3% | $5,638-23.8% | $6,400-32.8% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |