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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,805 | $90,467-28.4% | $93,759-30.9% | $134,509-51.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.30% | -15.72%-0.6pp | -11.33%-5.0pp | 418.13%-434.4pp |
| Employer contribution / active EE | $2,637 | $4,345-39.3% | $4,324-39.0% | $4,741-44.4% |
| Participant deferral / active EE | $6,776 | $5,980+13.3% | $6,096+11.2% | $6,400+5.9% |
| Admin fee / account holder | $0 | $9,258-100.0% | $7,197-100.0% | $11,427-100.0% |