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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,821 | $99,032-57.8% | $80,022-47.7% | $135,380-69.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.63% | 15.39%-23.0pp | 11.22%-18.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $2,513 | $3,043-17.4% | $2,468+1.8% | $4,779-47.4% |
| Participant deferral / active EE | $7,158 | $4,282+67.2% | $3,686+94.2% | $5,609+27.6% |
| Admin fee / account holder | $12 | $10,436-99.9% | $6,521-99.8% | $10,828-99.9% |