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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,483 | $45,872-53.2% | $77,096-72.1% | $68,486-68.6% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -15.52% | 1.73%-17.2pp | 42.35%-57.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $4,000 | $1,650+142.5% | $2,814+42.1% | $2,597+54.0% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,429-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,428-100.0% | $5,404-100.0% |