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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,713 | $64,307-42.9% | $57,349-36.0% | $125,388-70.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -2.94% | 25.14%-28.1pp | 24.40%-27.3pp | 282.24%-285.2pp |
| Employer contribution / active EE | $2,138 | $3,193-33.1% | $2,689-20.5% | $4,866-56.1% |
| Participant deferral / active EE | $16,000 | $3,847+315.9% | $3,162+406.0% | $5,352+199.0% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,541-100.0% |