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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,091 | $64,307-81.2% | $57,347-78.9% | $125,393-90.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.81% | 25.14%-27.0pp | 24.40%-26.2pp | 282.23%-284.0pp |
| Employer contribution / active EE | $1,009 | $3,193-68.4% | $2,689-62.5% | $4,866-79.3% |
| Participant deferral / active EE | $1,009 | $3,847-73.8% | $3,162-68.1% | $5,351-81.1% |
| Admin fee / account holder | $15 | $5,242-99.7% | $3,356-99.6% | $9,541-99.8% |