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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,961 | $107,809-70.4% | $90,657-64.7% | $135,379-76.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -2.72% | -0.90%-1.8pp | 1.89%-4.6pp | 519.79%-522.5pp |
| Employer contribution / active EE | $5,767 | $3,018+91.1% | $2,532+127.8% | $4,779+20.7% |
| Participant deferral / active EE | $6,065 | $3,872+56.6% | $3,424+77.1% | $5,609+8.1% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |