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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,544 | $95,917-70.2% | $79,583-64.1% | $134,545-78.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.77% | -2.70%-11.1pp | 0.16%-13.9pp | 418.37%-432.1pp |
| Employer contribution / active EE | $2,937 | $3,129-6.1% | $2,414+21.7% | $4,742-38.1% |
| Participant deferral / active EE | $4,094 | $4,694-12.8% | $3,986+2.7% | $6,401-36.0% |
| Admin fee / account holder | $18 | $9,132-99.8% | $6,835-99.7% | $11,431-99.8% |