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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,828 | $95,917-77.2% | $79,583-72.6% | $134,545-83.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.45% | -2.70%-16.7pp | 0.16%-19.6pp | 418.37%-437.8pp |
| Employer contribution / active EE | $8,543 | $3,129+173.0% | $2,414+254.0% | $4,742+80.2% |
| Participant deferral / active EE | $5,984 | $4,694+27.5% | $3,986+50.1% | $6,401-6.5% |
| Admin fee / account holder | $263 | $9,132-97.1% | $6,835-96.2% | $11,431-97.7% |