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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,873 | $131,835-51.6% | $108,582-41.2% | $273,972-76.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.34% | -91.57%+95.9pp | -51.70%+56.0pp | 41.46%-37.1pp |
| Employer contribution / active EE | $1,800 | $4,913-63.4% | $3,758-52.1% | $4,869-63.0% |
| Participant deferral / active EE | $3,763 | $5,127-26.6% | $4,311-12.7% | $5,287-28.8% |
| Admin fee / account holder | $155 | $10,253-98.5% | $7,645-98.0% | $10,133-98.5% |