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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,139 | $85,790-61.4% | $67,313-50.8% | $135,380-75.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.25% | -0.54%-3.7pp | -4.08%-0.2pp | 519.81%-524.1pp |
| Employer contribution / active EE | $5,640 | $3,487+61.7% | $2,566+119.8% | $4,779+18.0% |
| Participant deferral / active EE | $3,600 | $4,651-22.6% | $3,568+0.9% | $5,609-35.8% |
| Admin fee / account holder | $13 | $6,392-99.8% | $4,507-99.7% | $10,828-99.9% |