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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,979 | $57,352-11.1% | $83,831-39.2% | $64,173-20.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.01% | 11.38%-16.4pp | 850.99%-856.0pp | 7.63%-12.6pp |
| Employer contribution / active EE | $9,478 | $2,546+272.3% | $3,631+161.0% | $2,381+298.1% |
| Participant deferral / active EE | $2,924 | $2,993-2.3% | $4,082-28.4% | $3,470-15.7% |
| Admin fee / account holder | $256 | $4,046-93.7% | $5,479-95.3% | $4,887-94.8% |