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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,728 | $167,522-83.4% | $151,639-81.7% | $134,532-79.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.76% | 7.81%-28.6pp | 3.34%-24.1pp | 418.27%-439.0pp |
| Employer contribution / active EE | $3,904 | $6,828-42.8% | $6,165-36.7% | $4,741-17.7% |
| Participant deferral / active EE | $7,183 | $8,986-20.1% | $8,363-14.1% | $6,401+12.2% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |