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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,324 | $99,032-41.1% | $80,022-27.1% | $135,380-56.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.42% | 15.39%-21.8pp | 11.22%-17.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $2,650 | $3,043-12.9% | $2,468+7.4% | $4,779-44.6% |
| Participant deferral / active EE | $3,770 | $4,282-11.9% | $3,686+2.3% | $5,609-32.8% |
| Admin fee / account holder | $64 | $10,436-99.4% | $6,521-99.0% | $10,828-99.4% |