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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,536 | $106,115-69.3% | $85,969-62.2% | $125,388-74.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -3.55% | 13.93%-17.5pp | 9.32%-12.9pp | 282.24%-285.8pp |
| Employer contribution / active EE | $1,001 | $4,537-77.9% | $3,474-71.2% | $4,866-79.4% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $96 | $8,144-98.8% | $6,053-98.4% | $9,541-99.0% |