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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,973 | $87,546-40.6% | $75,784-31.4% | $125,389-58.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.36% | 13.49%-16.8pp | 9.68%-13.0pp | 282.24%-285.6pp |
| Employer contribution / active EE | $2,906 | $3,930-26.1% | $3,323-12.6% | $4,866-40.3% |
| Participant deferral / active EE | $4,197 | $4,230-0.8% | $3,652+14.9% | $5,352-21.6% |
| Admin fee / account holder | $164 | $6,503-97.5% | $5,300-96.9% | $9,541-98.3% |