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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,764 | $82,324-32.3% | $68,803-19.0% | $134,545-58.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -10.78% | -2.17%-8.6pp | -6.37%-4.4pp | 418.37%-429.1pp |
| Employer contribution / active EE | $1,855 | $3,302-43.8% | $2,656-30.1% | $4,742-60.9% |
| Participant deferral / active EE | $5,528 | $4,740+16.6% | $3,942+40.2% | $6,401-13.6% |
| Admin fee / account holder | $0 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |