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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,068 | $113,941-41.1% | $94,229-28.8% | $125,389-46.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.62% | 5.29%-7.9pp | 10.68%-13.3pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,369 | $4,727-71.0% | $3,587-61.8% | $4,866-71.9% |
| Participant deferral / active EE | $9,516 | $5,179+83.8% | $4,320+120.3% | $5,352+77.8% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |