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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,771 | $84,518-32.8% | $67,704-16.1% | $125,389-54.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -2.84% | 2.57%-5.4pp | 25.41%-28.3pp | 282.24%-285.1pp |
| Employer contribution / active EE | $5,706 | $3,292+73.3% | $2,559+122.9% | $4,866+17.3% |
| Participant deferral / active EE | $17,905 | $4,430+304.2% | $3,585+399.4% | $5,352+234.6% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |