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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,970 | $86,692+54.5% | $119,634+12.0% | $66,949+100.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -1.51% | -8.00%+6.5pp | -14.98%+13.5pp | 1.57%-3.1pp |
| Employer contribution / active EE | $1,645 | $2,536-35.1% | $4,232-61.1% | $2,545-35.4% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,329-100.0% | $594-100.0% |