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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,122 | $167,533-81.4% | $151,645-79.5% | $134,545-76.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.54% | 7.81%-27.4pp | 3.34%-22.9pp | 418.37%-437.9pp |
| Employer contribution / active EE | $2,048 | $6,828-70.0% | $6,165-66.8% | $4,742-56.8% |
| Participant deferral / active EE | $10,227 | $8,985+13.8% | $8,363+22.3% | $6,401+59.8% |
| Admin fee / account holder | $134 | $13,781-99.0% | $11,614-98.8% | $11,431-98.8% |