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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,477 | $69,012-12.4% | $160,009-62.2% | $68,486-11.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -11.68% | -9.65%-2.0pp | 408.85%-420.5pp | -7.85%-3.8pp |
| Employer contribution / active EE | $1,981 | $2,212-10.4% | $4,225-53.1% | $2,597-23.7% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,183-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,798-100.0% | $8,715-100.0% | $5,404-100.0% |