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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,502 | $158,852-63.2% | $121,220-51.7% | $135,379-56.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -4.30% | -0.64%-3.7pp | 16.94%-21.2pp | 519.79%-524.1pp |
| Employer contribution / active EE | $4,869 | $5,666-14.1% | $4,023+21.0% | $4,779+1.9% |
| Participant deferral / active EE | $4,384 | $4,006+9.4% | $3,345+31.1% | $5,609-21.8% |
| Admin fee / account holder | $296 | $6,515-95.5% | $5,021-94.1% | $10,828-97.3% |