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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,742 | $105,861-80.4% | $90,756-77.1% | $134,509-84.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.12% | -10.99%-3.1pp | -12.16%-2.0pp | 418.13%-432.3pp |
| Employer contribution / active EE | $1,215 | $3,463-64.9% | $2,922-58.4% | $4,741-74.4% |
| Participant deferral / active EE | $2,044 | $5,217-60.8% | $4,565-55.2% | $6,400-68.1% |
| Admin fee / account holder | $20 | $13,938-99.9% | $8,445-99.8% | $11,427-99.8% |