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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,269 | $142,392-78.7% | $119,622-74.7% | $134,532-77.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.73% | -12.46%-2.3pp | -14.98%+0.2pp | 418.27%-433.0pp |
| Employer contribution / active EE | $8,174 | $5,224+56.5% | $4,232+93.1% | $4,741+72.4% |
| Participant deferral / active EE | $3,169 | $6,467-51.0% | $5,601-43.4% | $6,401-50.5% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |