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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,246 | $158,852-62.7% | $121,220-51.1% | $135,379-56.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -4.59% | -0.64%-4.0pp | 16.94%-21.5pp | 519.79%-524.4pp |
| Employer contribution / active EE | $9,972 | $5,666+76.0% | $4,023+147.9% | $4,779+108.7% |
| Participant deferral / active EE | $6,884 | $4,006+71.9% | $3,345+105.8% | $5,609+22.7% |
| Admin fee / account holder | $165 | $6,515-97.5% | $5,021-96.7% | $10,828-98.5% |