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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,502 | $72,177-42.5% | $115,037-63.9% | $59,633-30.4% |
| Participation rate | 96.7% | 72.6%+24.1pp | 81.4%+15.3pp | 68.7%+28.0pp |
| Annual return | -1.97% | 12.02%-14.0pp | 26.14%-28.1pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $2,861 | $2,841+0.7% | $4,608-37.9% | $2,203+29.9% |
| Participant deferral / active EE | $6,636 | $4,783+38.7% | $6,026+10.1% | $3,192+107.9% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |