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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,675 | $167,522-57.2% | $151,639-52.7% | $134,532-46.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.92% | 7.81%-18.7pp | 3.34%-14.3pp | 418.27%-429.2pp |
| Employer contribution / active EE | $2,438 | $6,828-64.3% | $6,165-60.4% | $4,741-48.6% |
| Participant deferral / active EE | $11,985 | $8,986+33.4% | $8,363+43.3% | $6,401+87.2% |
| Admin fee / account holder | $211 | $13,780-98.5% | $11,613-98.2% | $11,429-98.2% |