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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,089 | $86,701-12.2% | $73,309+3.8% | $125,388-39.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.96% | 2.78%-4.7pp | 5.67%-7.6pp | 282.24%-284.2pp |
| Employer contribution / active EE | $2,486 | $4,152-40.1% | $3,237-23.2% | $4,866-48.9% |
| Participant deferral / active EE | $4,628 | $5,549-16.6% | $4,991-7.3% | $5,352-13.5% |
| Admin fee / account holder | $25 | $7,768-99.7% | $5,635-99.6% | $9,541-99.7% |