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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,782 | $100,805-65.5% | $86,698-59.9% | $134,532-74.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.18% | 29.09%-49.3pp | 35.95%-56.1pp | 418.27%-438.5pp |
| Employer contribution / active EE | $3,094 | $3,490-11.3% | $2,837+9.1% | $4,741-34.7% |
| Participant deferral / active EE | $6,366 | $5,339+19.2% | $4,656+36.7% | $6,401-0.5% |
| Admin fee / account holder | $245 | $10,925-97.8% | $7,493-96.7% | $11,429-97.9% |