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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,198 | $167,522-74.8% | $151,639-72.2% | $134,532-68.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.86% | 7.81%-22.7pp | 3.34%-18.2pp | 418.27%-433.1pp |
| Employer contribution / active EE | $3,280 | $6,828-52.0% | $6,165-46.8% | $4,741-30.8% |
| Participant deferral / active EE | $9,601 | $8,986+6.8% | $8,363+14.8% | $6,401+50.0% |
| Admin fee / account holder | $20 | $13,780-99.9% | $11,613-99.8% | $11,429-99.8% |