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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,077 | $71,873-49.8% | $86,698-58.4% | $68,490-47.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -11.87% | 3.54%-15.4pp | 35.96%-47.8pp | -7.85%-4.0pp |
| Employer contribution / active EE | $2,015 | $2,173-7.3% | $2,837-29.0% | $2,597-22.4% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $131 | $6,110-97.9% | $7,492-98.3% | $5,403-97.6% |