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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,197 | $44,103+20.6% | $75,826-29.8% | $64,173-17.1% |
| Participation rate | 100.0% | 62.7%+37.3pp | 68.2%+31.8pp | 69.6%+30.4pp |
| Annual return | -7.47% | -4.72%-2.7pp | 1914.15%-1921.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $7,824 | $1,446+441.1% | $1,913+308.9% | $2,381+228.6% |
| Participant deferral / active EE | $4,219 | $2,204+91.4% | $2,862+47.4% | $3,470+21.6% |
| Admin fee / account holder | $3 | $3,506-99.9% | $4,726-99.9% | $4,887-99.9% |