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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,718 | $158,852-70.0% | $121,220-60.6% | $135,380-64.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -7.33% | -0.64%-6.7pp | 16.94%-24.3pp | 519.81%-527.1pp |
| Employer contribution / active EE | $6,998 | $5,666+23.5% | $4,023+74.0% | $4,779+46.4% |
| Participant deferral / active EE | $4,985 | $4,006+24.4% | $3,345+49.0% | $5,609-11.1% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |