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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,851 | $107,809-76.0% | $90,657-71.5% | $135,379-80.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.74% | -0.90%-7.8pp | 1.89%-10.6pp | 519.79%-528.5pp |
| Employer contribution / active EE | $3,400 | $3,018+12.7% | $2,532+34.3% | $4,779-28.9% |
| Participant deferral / active EE | $5,443 | $3,872+40.6% | $3,424+59.0% | $5,609-3.0% |
| Admin fee / account holder | $238 | $5,931-96.0% | $4,994-95.2% | $10,828-97.8% |