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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,241 | $167,533-56.9% | $151,645-52.4% | $134,545-46.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.66% | 7.81%-18.5pp | 3.34%-14.0pp | 418.37%-429.0pp |
| Employer contribution / active EE | $3,882 | $6,828-43.1% | $6,165-37.0% | $4,742-18.1% |
| Participant deferral / active EE | $11,351 | $8,985+26.3% | $8,363+35.7% | $6,401+77.3% |
| Admin fee / account holder | $239 | $13,781-98.3% | $11,614-97.9% | $11,431-97.9% |