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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,715 | $83,908-37.2% | $68,509-23.1% | $125,389-58.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.78% | 14.48%-15.3pp | 8.27%-9.1pp | 282.24%-283.0pp |
| Employer contribution / active EE | $1,489 | $3,031-50.9% | $2,278-34.6% | $4,866-69.4% |
| Participant deferral / active EE | $18,000 | $4,125+336.4% | $3,382+432.2% | $5,352+236.3% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |