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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,942 | $71,878-20.8% | $86,698-34.3% | $68,486-16.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -7.04% | 3.53%-10.6pp | 35.95%-43.0pp | -7.85%+0.8pp |
| Employer contribution / active EE | $5,915 | $2,173+172.2% | $2,837+108.5% | $2,597+127.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,113-100.0% | $7,493-100.0% | $5,404-100.0% |