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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,667 | $85,790-24.6% | $67,313-3.9% | $135,382-52.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.46% | -0.54%-6.9pp | -4.08%-3.4pp | 519.77%-527.2pp |
| Employer contribution / active EE | $6,421 | $3,487+84.1% | $2,566+150.3% | $4,779+34.4% |
| Participant deferral / active EE | $3,166 | $4,651-31.9% | $3,568-11.3% | $5,609-43.6% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,829-100.0% |