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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,601 | $64,729-38.8% | $112,263-64.7% | $68,490-42.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.55% | -11.40%-7.2pp | 27.49%-46.0pp | -7.85%-10.7pp |
| Employer contribution / active EE | $2,123 | $2,746-22.7% | $3,636-41.6% | $2,597-18.3% |
| Participant deferral / active EE | $7,996 | $3,566+124.3% | $4,729+69.1% | $4,028+98.5% |
| Admin fee / account holder | $210 | $5,222-96.0% | $6,410-96.7% | $5,403-96.1% |