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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,456 | $72,177-52.3% | $115,038-70.0% | $59,633-42.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.36% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $6,398 | $2,841+125.2% | $4,608+38.8% | $2,203+190.5% |
| Participant deferral / active EE | $7,146 | $4,783+49.4% | $6,026+18.6% | $3,192+123.9% |
| Admin fee / account holder | $4 | $4,927-99.9% | $8,175-99.9% | $4,297-99.9% |