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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,651 | $64,176-35.1% | $112,263-62.9% | $66,949-37.8% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -5.15% | -13.80%+8.6pp | 27.49%-32.6pp | 1.57%-6.7pp |
| Employer contribution / active EE | $3,443 | $3,007+14.5% | $3,636-5.3% | $2,545+35.2% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $43 | $626-93.1% | $6,410-99.3% | $594-92.8% |