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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,109 | $211,946-82.5% | $169,452-78.1% | $135,379-72.6% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -4.88% | 3.26%-8.1pp | 1.83%-6.7pp | 519.79%-524.7pp |
| Employer contribution / active EE | $2,859 | $5,117-44.1% | $4,157-31.2% | $4,779-40.2% |
| Participant deferral / active EE | $6,270 | $6,075+3.2% | $5,277+18.8% | $5,609+11.8% |
| Admin fee / account holder | $22 | $11,472-99.8% | $9,110-99.8% | $10,828-99.8% |