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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,212 | $99,032-60.4% | $80,022-51.0% | $135,380-71.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.62% | 15.39%-23.0pp | 11.22%-18.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $8,686 | $3,043+185.4% | $2,468+251.9% | $4,779+81.8% |
| Participant deferral / active EE | $16,436 | $4,282+283.8% | $3,686+345.9% | $5,609+193.0% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |