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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,066 | $95,188-67.4% | $76,518-59.4% | $135,380-77.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.68% | 4.85%-14.5pp | -0.27%-9.4pp | 519.81%-529.5pp |
| Employer contribution / active EE | $11,872 | $3,303+259.5% | $2,647+348.5% | $4,779+148.4% |
| Participant deferral / active EE | $4,500 | $4,640-3.0% | $3,836+17.3% | $5,609-19.8% |
| Admin fee / account holder | $230 | $6,249-96.3% | $4,849-95.3% | $10,828-97.9% |