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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,157 | $105,861-42.2% | $90,756-32.6% | $134,509-54.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.15% | -10.99%-4.2pp | -12.16%-3.0pp | 418.13%-433.3pp |
| Employer contribution / active EE | $5,993 | $3,463+73.0% | $2,922+105.1% | $4,741+26.4% |
| Participant deferral / active EE | $17,517 | $5,217+235.8% | $4,565+283.7% | $6,400+173.7% |
| Admin fee / account holder | $20 | $13,938-99.9% | $8,445-99.8% | $11,427-99.8% |