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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,710 | $49,177-39.6% | $79,467-62.6% | $64,173-53.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.44% | -1.16%-3.3pp | 718.30%-722.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,802 | $2,076-13.2% | $2,800-35.6% | $2,381-24.3% |
| Participant deferral / active EE | $3,410 | $2,821+20.9% | $3,704-7.9% | $3,470-1.7% |
| Admin fee / account holder | $95 | $3,839-97.5% | $5,104-98.1% | $4,887-98.0% |