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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,758 | $99,032-72.0% | $80,022-65.3% | $135,379-79.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.99% | 15.39%-22.4pp | 11.22%-18.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $3,900 | $3,043+28.1% | $2,468+58.0% | $4,779-18.4% |
| Participant deferral / active EE | $3,286 | $4,282-23.3% | $3,686-10.8% | $5,609-41.4% |
| Admin fee / account holder | $162 | $10,436-98.5% | $6,521-97.5% | $10,828-98.5% |