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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,242 | $131,835-63.4% | $108,582-55.6% | $273,972-82.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.72% | -91.57%+96.3pp | -51.70%+56.4pp | 41.46%-36.7pp |
| Employer contribution / active EE | $1,911 | $4,913-61.1% | $3,758-49.1% | $4,869-60.7% |
| Participant deferral / active EE | $5,013 | $5,127-2.2% | $4,311+16.3% | $5,287-5.2% |
| Admin fee / account holder | $20 | $10,253-99.8% | $7,645-99.7% | $10,133-99.8% |