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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,222 | $69,518-13.4% | $59,887+0.6% | $135,379-55.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.58% | 7.95%-13.5pp | 3.46%-9.0pp | 519.79%-525.4pp |
| Employer contribution / active EE | $2,492 | $3,235-23.0% | $2,722-8.5% | $4,779-47.9% |
| Participant deferral / active EE | $6,483 | $4,204+54.2% | $3,402+90.6% | $5,609+15.6% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |