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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,636 | $86,701-31.2% | $73,309-18.7% | $125,389-52.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.29% | 2.78%-5.1pp | 5.67%-8.0pp | 282.24%-284.5pp |
| Employer contribution / active EE | $11,562 | $4,152+178.4% | $3,237+257.1% | $4,866+137.6% |
| Participant deferral / active EE | $11,174 | $5,549+101.4% | $4,991+123.9% | $5,352+108.8% |
| Admin fee / account holder | $281 | $7,768-96.4% | $5,635-95.0% | $9,541-97.1% |