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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,693 | $71,873-26.7% | $86,698-39.2% | $68,490-23.1% |
| Participation rate | 98.7% | 72.2%+26.5pp | 76.6%+22.1pp | 67.9%+30.8pp |
| Annual return | -11.23% | 3.54%-14.8pp | 35.96%-47.2pp | -7.85%-3.4pp |
| Employer contribution / active EE | $6,440 | $2,173+196.3% | $2,837+127.0% | $2,597+148.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,110-100.0% | $7,492-100.0% | $5,403-100.0% |