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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,321 | $69,541-13.3% | $59,899+0.7% | $135,380-55.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.42% | 7.95%-13.4pp | 3.46%-8.9pp | 519.81%-525.2pp |
| Employer contribution / active EE | $1,071 | $3,236-66.9% | $2,723-60.6% | $4,779-77.6% |
| Participant deferral / active EE | $1,286 | $4,206-69.4% | $3,402-62.2% | $5,609-77.1% |
| Admin fee / account holder | $25 | $5,737-99.6% | $3,592-99.3% | $10,828-99.8% |