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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,855 | $97,020-66.1% | $83,327-60.6% | $135,380-75.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.50% | 12.31%-17.8pp | 10.64%-16.1pp | 519.81%-525.3pp |
| Employer contribution / active EE | $2,757 | $4,144-33.5% | $3,379-18.4% | $4,779-42.3% |
| Participant deferral / active EE | $3,270 | $5,964-45.2% | $5,565-41.2% | $5,609-41.7% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |