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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,915 | $100,811-61.4% | $86,698-55.1% | $134,545-71.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.44% | 29.11%-44.6pp | 35.96%-51.4pp | 418.37%-433.8pp |
| Employer contribution / active EE | $3,615 | $3,490+3.6% | $2,837+27.4% | $4,742-23.8% |
| Participant deferral / active EE | $9,520 | $5,339+78.3% | $4,656+104.4% | $6,401+48.7% |
| Admin fee / account holder | $102 | $10,926-99.1% | $7,492-98.6% | $11,431-99.1% |