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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,600 | $92,219-66.8% | $76,767-60.1% | $135,380-77.4% |
| Participation rate | 95.0% | 79.8%+15.2pp | 77.0%+18.0pp | 82.6%+12.4pp |
| Annual return | -5.08% | 5.46%-10.5pp | 2.43%-7.5pp | 519.81%-524.9pp |
| Employer contribution / active EE | $1,685 | $3,216-47.6% | $2,485-32.2% | $4,779-64.7% |
| Participant deferral / active EE | $3,164 | $4,508-29.8% | $3,852-17.9% | $5,609-43.6% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |