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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,506 | $99,032-44.0% | $80,022-30.6% | $135,380-59.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.79% | 15.39%-20.2pp | 11.22%-16.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $1,664 | $3,043-45.3% | $2,468-32.6% | $4,779-65.2% |
| Participant deferral / active EE | $9,103 | $4,282+112.6% | $3,686+147.0% | $5,609+62.3% |
| Admin fee / account holder | $15 | $10,436-99.9% | $6,521-99.8% | $10,828-99.9% |