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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,810 | $69,518-78.7% | $59,887-75.3% | $135,379-89.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.55% | 7.95%-12.5pp | 3.46%-8.0pp | 519.79%-524.3pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $917 | $4,204-78.2% | $3,402-73.1% | $5,609-83.7% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |