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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,087 | $167,352-70.1% | $143,788-65.2% | $134,509-62.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.98% | 0.47%-17.5pp | -0.03%-16.9pp | 418.13%-435.1pp |
| Employer contribution / active EE | $8,040 | $5,620+43.1% | $4,952+62.4% | $4,741+69.6% |
| Participant deferral / active EE | $4,131 | $6,447-35.9% | $5,638-26.7% | $6,400-35.5% |
| Admin fee / account holder | $125 | $18,091-99.3% | $14,675-99.1% | $11,427-98.9% |