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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,810 | $92,219-18.9% | $76,768-2.6% | $135,379-44.7% |
| Participation rate | 90.5% | 79.8%+10.7pp | 77.0%+13.5pp | 82.6%+7.8pp |
| Annual return | -5.63% | 5.46%-11.1pp | 2.43%-8.1pp | 519.79%-525.4pp |
| Employer contribution / active EE | $1,833 | $3,216-43.0% | $2,485-26.3% | $4,779-61.7% |
| Participant deferral / active EE | $3,802 | $4,508-15.7% | $3,852-1.3% | $5,609-32.2% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |