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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,704 | $73,102-8.8% | $123,549-46.0% | $56,287+18.5% |
| Participation rate | 98.8% | 74.3%+24.5pp | 82.3%+16.5pp | 69.9%+28.9pp |
| Annual return | -2.55% | 3.01%-5.6pp | 119.20%-121.8pp | -9.96%+7.4pp |
| Employer contribution / active EE | $3,726 | $2,977+25.2% | $4,628-19.5% | $2,111+76.5% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |