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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,696 | $113,935-53.7% | $94,224-44.1% | $125,393-58.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.86% | 5.29%-7.1pp | 10.68%-12.5pp | 282.23%-284.1pp |
| Employer contribution / active EE | $6,471 | $4,727+36.9% | $3,587+80.4% | $4,866+33.0% |
| Participant deferral / active EE | $6,882 | $5,179+32.9% | $4,320+59.3% | $5,351+28.6% |
| Admin fee / account holder | $186 | $8,391-97.8% | $6,269-97.0% | $9,541-98.1% |