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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,054 | $95,188-33.8% | $76,518-17.6% | $135,379-53.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.64% | 4.85%-13.5pp | -0.27%-8.4pp | 519.79%-528.4pp |
| Employer contribution / active EE | $6,751 | $3,303+104.4% | $2,647+155.0% | $4,779+41.3% |
| Participant deferral / active EE | $9,348 | $4,640+101.5% | $3,836+143.7% | $5,609+66.7% |
| Admin fee / account holder | $295 | $6,249-95.3% | $4,849-93.9% | $10,828-97.3% |