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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,789 | $46,332+9.6% | $143,797-64.7% | $64,824-21.7% |
| Participation rate | 98.6% | 64.2%+34.3pp | 80.3%+18.2pp | 71.5%+27.1pp |
| Annual return | -12.90% | -10.05%-2.8pp | -0.04%-12.9pp | 32.84%-45.7pp |
| Employer contribution / active EE | $5,277 | $1,911+176.1% | $4,952+6.6% | $2,507+110.5% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $2 | $154-98.5% | $14,679-100.0% | $188-98.8% |