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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,260 | $131,835-77.8% | $108,582-73.1% | $273,972-89.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.68% | -91.57%+104.3pp | -51.70%+64.4pp | 41.46%-28.8pp |
| Employer contribution / active EE | $2,261 | $4,913-54.0% | $3,758-39.8% | $4,869-53.6% |
| Participant deferral / active EE | $6,252 | $5,127+21.9% | $4,311+45.0% | $5,287+18.2% |
| Admin fee / account holder | $152 | $10,253-98.5% | $7,645-98.0% | $10,133-98.5% |