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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,305 | $69,541-14.7% | $59,899-1.0% | $135,380-56.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.45% | 7.95%-14.4pp | 3.46%-9.9pp | 519.81%-526.3pp |
| Employer contribution / active EE | $12,864 | $3,236+297.5% | $2,723+372.5% | $4,779+169.2% |
| Participant deferral / active EE | $10,681 | $4,206+154.0% | $3,402+213.9% | $5,609+90.4% |
| Admin fee / account holder | $13 | $5,737-99.8% | $3,592-99.6% | $10,828-99.9% |