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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,225 | $92,219-29.3% | $76,767-15.0% | $135,380-51.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.39% | 5.46%-13.8pp | 2.43%-10.8pp | 519.81%-528.2pp |
| Employer contribution / active EE | $2,795 | $3,216-13.1% | $2,485+12.5% | $4,779-41.5% |
| Participant deferral / active EE | $5,332 | $4,508+18.3% | $3,852+38.4% | $5,609-4.9% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |