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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,124 | $95,917-60.3% | $79,583-52.1% | $134,545-71.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.05% | -2.70%-15.3pp | 0.16%-18.2pp | 418.37%-436.4pp |
| Employer contribution / active EE | $5,819 | $3,129+86.0% | $2,414+141.1% | $4,742+22.7% |
| Participant deferral / active EE | $6,660 | $4,694+41.9% | $3,986+67.1% | $6,401+4.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |