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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,461 | $86,692-57.9% | $119,634-69.5% | $66,949-45.5% |
| Participation rate | 98.6% | 75.6%+23.0pp | 79.3%+19.3pp | 69.8%+28.8pp |
| Annual return | -0.76% | -8.00%+7.2pp | -14.98%+14.2pp | 1.57%-2.3pp |
| Employer contribution / active EE | $4,928 | $2,536+94.3% | $4,232+16.4% | $2,545+93.6% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $6 | $755-99.2% | $10,329-99.9% | $594-98.9% |