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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,163 | $133,981-63.3% | $112,249-56.2% | $134,532-63.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.47% | 47.16%-61.6pp | 27.48%-42.0pp | 418.27%-432.7pp |
| Employer contribution / active EE | $3,522 | $4,040-12.8% | $3,636-3.1% | $4,741-25.7% |
| Participant deferral / active EE | $3,467 | $5,292-34.5% | $4,729-26.7% | $6,401-45.8% |
| Admin fee / account holder | $130 | $7,492-98.3% | $6,412-98.0% | $11,429-98.9% |