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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,814 | $167,522-74.4% | $151,639-71.8% | $134,532-68.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.57% | 7.81%-27.4pp | 3.34%-22.9pp | 418.27%-437.8pp |
| Employer contribution / active EE | $7,785 | $6,828+14.0% | $6,165+26.3% | $4,741+64.2% |
| Participant deferral / active EE | $4,014 | $8,986-55.3% | $8,363-52.0% | $6,401-37.3% |
| Admin fee / account holder | $242 | $13,780-98.2% | $11,613-97.9% | $11,429-97.9% |