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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,421 | $75,962-53.4% | $154,108-77.0% | $64,173-44.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.32% | 30.32%-37.6pp | 735.21%-742.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,791 | $3,350+13.2% | $5,298-28.4% | $2,381+59.2% |
| Participant deferral / active EE | $3,036 | $3,175-4.4% | $5,081-40.3% | $3,470-12.5% |
| Admin fee / account holder | $122 | $5,589-97.8% | $13,411-99.1% | $4,887-97.5% |