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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,633 | $75,935-41.2% | $60,547-26.3% | $125,388-64.4% |
| Participation rate | 90.9% | 76.5%+14.4pp | 68.0%+22.9pp | 83.2%+7.7pp |
| Annual return | -3.48% | -5.38%+1.9pp | 335.64%-339.1pp | 282.24%-285.7pp |
| Employer contribution / active EE | $2,026 | $3,438-41.1% | $2,419-16.2% | $4,866-58.4% |
| Participant deferral / active EE | $3,253 | $4,506-27.8% | $3,328-2.3% | $5,352-39.2% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |