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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,272 | $77,816-65.0% | $123,549-77.9% | $64,181-57.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.03% | 12.49%-17.5pp | 119.20%-124.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $7,417 | $3,014+146.1% | $4,628+60.3% | $2,381+211.5% |
| Participant deferral / active EE | $5,284 | $5,240+0.8% | $6,426-17.8% | $3,470+52.3% |
| Admin fee / account holder | $263 | $5,519-95.2% | $9,284-97.2% | $4,887-94.6% |