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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,892 | $87,546-78.4% | $75,784-75.1% | $125,389-84.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.42% | 13.49%-14.9pp | 9.68%-11.1pp | 282.24%-283.7pp |
| Employer contribution / active EE | $2,341 | $3,930-40.4% | $3,323-29.6% | $4,866-51.9% |
| Participant deferral / active EE | $5,908 | $4,230+39.7% | $3,652+61.8% | $5,352+10.4% |
| Admin fee / account holder | $260 | $6,503-96.0% | $5,300-95.1% | $9,541-97.3% |