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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,725 | $100,811-39.8% | $86,698-30.0% | $134,545-54.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.65% | 29.11%-44.8pp | 35.96%-51.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $3,204 | $3,490-8.2% | $2,837+13.0% | $4,742-32.4% |
| Participant deferral / active EE | $8,050 | $5,339+50.8% | $4,656+72.9% | $6,401+25.8% |
| Admin fee / account holder | $34 | $10,926-99.7% | $7,492-99.5% | $11,431-99.7% |