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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,886 | $95,917-45.9% | $79,583-34.8% | $134,545-61.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.64% | -2.70%-13.9pp | 0.16%-16.8pp | 418.37%-435.0pp |
| Employer contribution / active EE | $6,463 | $3,129+106.5% | $2,414+167.8% | $4,742+36.3% |
| Participant deferral / active EE | $7,777 | $4,694+65.7% | $3,986+95.1% | $6,401+21.5% |
| Admin fee / account holder | $227 | $9,132-97.5% | $6,835-96.7% | $11,431-98.0% |