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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,600 | $53,546-42.9% | $69,890-56.2% | $68,490-55.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -15.45% | -13.87%-1.6pp | 190.84%-206.3pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,175 | $2,019-41.8% | $2,560-54.1% | $2,597-54.7% |
| Participant deferral / active EE | $2,034 | $2,957-31.2% | $3,848-47.1% | $4,028-49.5% |
| Admin fee / account holder | $143 | $4,693-96.9% | $6,267-97.7% | $5,403-97.3% |