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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,649 | $72,639-45.4% | $90,766-56.3% | $66,949-40.8% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -16.65% | -12.28%-4.4pp | -12.16%-4.5pp | 1.57%-18.2pp |
| Employer contribution / active EE | $4,527 | $2,369+91.1% | $2,922+54.9% | $2,545+77.9% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $708-100.0% | $8,446-100.0% | $594-100.0% |