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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,943 | $105,867-52.8% | $90,760-45.0% | $134,532-62.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.51% | -10.99%-2.5pp | -12.16%-1.4pp | 418.27%-431.8pp |
| Employer contribution / active EE | $2,825 | $3,464-18.4% | $2,922-3.3% | $4,741-40.4% |
| Participant deferral / active EE | $4,210 | $5,217-19.3% | $4,565-7.8% | $6,401-34.2% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |