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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,083 | $167,352-74.3% | $143,788-70.0% | $134,509-68.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.50% | 0.47%-16.0pp | -0.03%-15.5pp | 418.13%-433.6pp |
| Employer contribution / active EE | $9,505 | $5,620+69.1% | $4,952+91.9% | $4,741+100.5% |
| Participant deferral / active EE | $4,081 | $6,447-36.7% | $5,638-27.6% | $6,400-36.2% |
| Admin fee / account holder | $30 | $18,091-99.8% | $14,675-99.8% | $11,427-99.7% |