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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,000 | $69,518-6.5% | $59,883+8.5% | $135,382-52.0% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.7%+14.2pp | 82.6%+6.2pp |
| Annual return | -6.66% | 7.95%-14.6pp | 3.46%-10.1pp | 519.77%-526.4pp |
| Employer contribution / active EE | $6,506 | $3,235+101.1% | $2,722+139.0% | $4,779+36.1% |
| Participant deferral / active EE | $3,023 | $4,204-28.1% | $3,402-11.1% | $5,609-46.1% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,829-100.0% |