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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,950 | $95,917-38.5% | $79,583-25.9% | $134,545-56.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -5.06% | -2.70%-2.4pp | 0.16%-5.2pp | 418.37%-423.4pp |
| Employer contribution / active EE | $5,331 | $3,129+70.4% | $2,414+120.9% | $4,742+12.4% |
| Participant deferral / active EE | $4,496 | $4,694-4.2% | $3,986+12.8% | $6,401-29.8% |
| Admin fee / account holder | $189 | $9,132-97.9% | $6,835-97.2% | $11,431-98.3% |