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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,122 | $167,503-81.4% | $151,627-79.5% | $134,493-76.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.54% | 7.80%-27.3pp | 3.33%-22.9pp | 418.01%-437.6pp |
| Employer contribution / active EE | $2,048 | $6,829-70.0% | $6,166-66.8% | $4,740-56.8% |
| Participant deferral / active EE | $10,227 | $8,985+13.8% | $8,363+22.3% | $6,400+59.8% |
| Admin fee / account holder | $134 | $13,777-99.0% | $11,612-98.8% | $11,425-98.8% |