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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,541 | $84,518-82.8% | $67,704-78.5% | $125,389-88.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -3.27% | 2.57%-5.8pp | 25.41%-28.7pp | 282.24%-285.5pp |
| Employer contribution / active EE | $3,477 | $3,292+5.6% | $2,559+35.9% | $4,866-28.5% |
| Participant deferral / active EE | $4,101 | $4,430-7.4% | $3,585+14.4% | $5,352-23.4% |
| Admin fee / account holder | $219 | $5,340-95.9% | $4,255-94.9% | $9,541-97.7% |