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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,515 | $87,544-35.4% | $75,784-25.4% | $125,388-54.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.35% | 13.49%-14.8pp | 9.68%-11.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,792 | $3,930-54.4% | $3,323-46.1% | $4,866-63.2% |
| Participant deferral / active EE | $5,097 | $4,229+20.5% | $3,652+39.6% | $5,352-4.8% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |