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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,528 | $95,917-55.7% | $79,583-46.6% | $134,545-68.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.70% | -2.70%-8.0pp | 0.16%-10.9pp | 418.37%-429.1pp |
| Employer contribution / active EE | $11,930 | $3,129+281.2% | $2,414+394.3% | $4,742+151.6% |
| Participant deferral / active EE | $7,197 | $4,694+53.3% | $3,986+80.6% | $6,401+12.4% |
| Admin fee / account holder | $296 | $9,132-96.8% | $6,835-95.7% | $11,431-97.4% |