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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,224 | $48,050-26.7% | $85,969-59.0% | $59,633-40.9% |
| Participation rate | 96.2% | 64.5%+31.7pp | 76.5%+19.6pp | 68.7%+27.5pp |
| Annual return | -0.84% | 0.29%-1.1pp | 9.32%-10.2pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $2,011 | $1,640+22.6% | $3,474-42.1% | $2,203-8.7% |
| Participant deferral / active EE | $3,573 | $2,249+58.9% | $3,829-6.7% | $3,192+12.0% |
| Admin fee / account holder | $30 | $3,206-99.1% | $6,053-99.5% | $4,297-99.3% |