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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,810 | $99,032-65.9% | $80,022-57.7% | $135,380-75.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.28% | 15.39%-23.7pp | 11.22%-19.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $10,265 | $3,043+237.3% | $2,468+315.9% | $4,779+114.8% |
| Participant deferral / active EE | $3,945 | $4,282-7.9% | $3,686+7.0% | $5,609-29.7% |
| Admin fee / account holder | $231 | $10,436-97.8% | $6,521-96.5% | $10,828-97.9% |