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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,959 | $83,908-61.9% | $68,509-53.4% | $125,389-74.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -3.26% | 14.48%-17.7pp | 8.27%-11.5pp | 282.24%-285.5pp |
| Employer contribution / active EE | $4,665 | $3,031+53.9% | $2,278+104.8% | $4,866-4.1% |
| Participant deferral / active EE | $4,433 | $4,125+7.5% | $3,382+31.1% | $5,352-17.2% |
| Admin fee / account holder | $30 | $8,982-99.7% | $5,275-99.4% | $9,541-99.7% |