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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,552 | $105,867-14.5% | $90,760-0.2% | $134,532-32.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.40% | -10.99%-5.4pp | -12.16%-4.2pp | 418.27%-434.7pp |
| Employer contribution / active EE | $9,209 | $3,464+165.9% | $2,922+215.2% | $4,741+94.2% |
| Participant deferral / active EE | $10,159 | $5,217+94.7% | $4,565+122.5% | $6,401+58.7% |
| Admin fee / account holder | $217 | $13,936-98.4% | $8,444-97.4% | $11,429-98.1% |