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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,090 | $54,355-33.6% | $82,744-56.4% | $68,486-47.3% |
| Participation rate | 84.0% | 63.9%+20.1pp | 72.6%+11.4pp | 67.9%+16.1pp |
| Annual return | -17.94% | -13.67%-4.3pp | 702.22%-720.2pp | -7.85%-10.1pp |
| Employer contribution / active EE | $4,292 | $2,219+93.5% | $3,008+42.7% | $2,597+65.3% |
| Participant deferral / active EE | $3,797 | $3,246+17.0% | $4,395-13.6% | $4,028-5.7% |
| Admin fee / account holder | $25 | $4,397-99.4% | $5,325-99.5% | $5,404-99.5% |