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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,005 | $69,518-43.9% | $59,887-34.9% | $135,379-71.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.93% | 7.95%-14.9pp | 3.46%-10.4pp | 519.79%-526.7pp |
| Employer contribution / active EE | $3,124 | $3,235-3.4% | $2,722+14.8% | $4,779-34.6% |
| Participant deferral / active EE | $3,124 | $4,204-25.7% | $3,402-8.2% | $5,609-44.3% |
| Admin fee / account holder | $5 | $5,734-99.9% | $3,591-99.9% | $10,828-100.0% |