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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,547 | $95,915-59.8% | $79,580-51.6% | $134,532-71.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -8.56% | -2.71%-5.9pp | 0.15%-8.7pp | 418.27%-426.8pp |
| Employer contribution / active EE | $1,602 | $3,129-48.8% | $2,413-33.6% | $4,741-66.2% |
| Participant deferral / active EE | $6,459 | $4,693+37.6% | $3,985+62.1% | $6,401+0.9% |
| Admin fee / account holder | $244 | $9,132-97.3% | $6,835-96.4% | $11,429-97.9% |