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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,495 | $92,219-23.6% | $76,768-8.2% | $135,379-47.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.25% | 5.46%-13.7pp | 2.43%-10.7pp | 519.79%-528.0pp |
| Employer contribution / active EE | $4,699 | $3,216+46.1% | $2,485+89.1% | $4,779-1.7% |
| Participant deferral / active EE | $5,132 | $4,508+13.8% | $3,852+33.2% | $5,609-8.5% |
| Admin fee / account holder | $266 | $10,749-97.5% | $6,675-96.0% | $10,828-97.5% |