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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,610 | $100,811-69.6% | $86,698-64.7% | $134,545-77.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.13% | 29.11%-48.2pp | 35.96%-55.1pp | 418.37%-437.5pp |
| Employer contribution / active EE | $1,344 | $3,490-61.5% | $2,837-52.6% | $4,742-71.6% |
| Participant deferral / active EE | $3,718 | $5,339-30.4% | $4,656-20.2% | $6,401-41.9% |
| Admin fee / account holder | $30 | $10,926-99.7% | $7,492-99.6% | $11,431-99.7% |