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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,230 | $113,941-30.5% | $94,229-15.9% | $125,389-36.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.83% | 5.29%-8.1pp | 10.68%-13.5pp | 282.24%-285.1pp |
| Employer contribution / active EE | $1,275 | $4,727-73.0% | $3,587-64.5% | $4,866-73.8% |
| Participant deferral / active EE | $2,019 | $5,179-61.0% | $4,320-53.3% | $5,352-62.3% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |