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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,026 | $100,792-23.6% | $86,691-11.1% | $134,509-42.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.39% | 29.08%-47.5pp | 35.94%-54.3pp | 418.13%-436.5pp |
| Employer contribution / active EE | $3,839 | $3,491+10.0% | $2,837+35.3% | $4,741-19.0% |
| Participant deferral / active EE | $17,938 | $5,339+236.0% | $4,656+285.3% | $6,400+180.3% |
| Admin fee / account holder | $20 | $10,924-99.8% | $7,492-99.7% | $11,427-99.8% |