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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,424 | $82,674-58.4% | $125,381-72.5% | $68,486-49.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.80% | -5.97%-9.8pp | 572.31%-588.1pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,036 | $3,382-69.4% | $4,815-78.5% | $2,597-60.1% |
| Participant deferral / active EE | $5,435 | $6,111-11.1% | $7,448-27.0% | $4,028+34.9% |
| Admin fee / account holder | $233 | $6,277-96.3% | $10,007-97.7% | $5,404-95.7% |