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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,096 | $131,835-78.7% | $108,582-74.1% | $273,970-89.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.13% | -91.57%+98.7pp | -51.70%+58.8pp | 41.46%-34.3pp |
| Employer contribution / active EE | $3,547 | $4,913-27.8% | $3,758-5.6% | $4,869-27.2% |
| Participant deferral / active EE | $11,488 | $5,127+124.0% | $4,311+166.5% | $5,287+117.3% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,132-100.0% |