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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,747 | $100,811-79.4% | $86,698-76.1% | $134,545-84.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.66% | 29.11%-46.8pp | 35.96%-53.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $2,256 | $3,490-35.4% | $2,837-20.5% | $4,742-52.4% |
| Participant deferral / active EE | $8,314 | $5,339+55.7% | $4,656+78.5% | $6,401+29.9% |
| Admin fee / account holder | $117 | $10,926-98.9% | $7,492-98.4% | $11,431-99.0% |