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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,887 | $131,835-33.3% | $108,582-19.1% | $273,972-67.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.23% | -91.57%+97.8pp | -51.70%+57.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,836 | $4,913-62.6% | $3,758-51.2% | $4,869-62.3% |
| Participant deferral / active EE | $3,131 | $5,127-38.9% | $4,311-27.4% | $5,287-40.8% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |