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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,423 | $75,959-49.4% | $154,114-75.1% | $64,181-40.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.92% | 30.32%-38.2pp | 735.16%-743.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $520 | $3,350-84.5% | $5,298-90.2% | $2,381-78.2% |
| Participant deferral / active EE | $3,244 | $3,175+2.2% | $5,081-36.1% | $3,470-6.5% |
| Admin fee / account holder | $212 | $5,589-96.2% | $13,411-98.4% | $4,887-95.7% |