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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,821 | $69,518-22.6% | $59,887-10.1% | $135,379-60.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.18% | 7.95%-16.1pp | 3.46%-11.6pp | 519.79%-528.0pp |
| Employer contribution / active EE | $3,181 | $3,235-1.7% | $2,722+16.8% | $4,779-33.4% |
| Participant deferral / active EE | $8,041 | $4,204+91.3% | $3,402+136.4% | $5,609+43.4% |
| Admin fee / account holder | $63 | $5,734-98.9% | $3,591-98.2% | $10,828-99.4% |