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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,373 | $100,805-55.0% | $86,698-47.7% | $134,532-66.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.58% | 29.09%-47.7pp | 35.95%-54.5pp | 418.27%-436.8pp |
| Employer contribution / active EE | $4,183 | $3,490+19.8% | $2,837+47.4% | $4,741-11.8% |
| Participant deferral / active EE | $12,386 | $5,339+132.0% | $4,656+166.0% | $6,401+93.5% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |