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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,216 | $100,811-59.1% | $86,698-52.5% | $134,545-69.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -1.72% | 29.11%-30.8pp | 35.96%-37.7pp | 418.37%-420.1pp |
| Employer contribution / active EE | $2,220 | $3,490-36.4% | $2,837-21.8% | $4,742-53.2% |
| Participant deferral / active EE | $7,141 | $5,339+33.7% | $4,656+53.4% | $6,401+11.6% |
| Admin fee / account holder | $181 | $10,926-98.3% | $7,492-97.6% | $11,431-98.4% |