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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,776 | $53,546-46.3% | $69,890-58.8% | $68,490-58.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | 4.19% | -13.87%+18.1pp | 190.84%-186.6pp | -7.85%+12.0pp |
| Employer contribution / active EE | $2,396 | $2,019+18.7% | $2,560-6.4% | $2,597-7.7% |
| Participant deferral / active EE | $5,046 | $2,957+70.7% | $3,848+31.1% | $4,028+25.3% |
| Admin fee / account holder | $257 | $4,693-94.5% | $6,267-95.9% | $5,403-95.2% |