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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,148 | $97,020-60.7% | $83,322-54.2% | $135,379-71.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.62% | 12.31%-17.9pp | 10.64%-16.3pp | 519.79%-525.4pp |
| Employer contribution / active EE | $8,049 | $4,144+94.3% | $3,379+138.2% | $4,779+68.4% |
| Participant deferral / active EE | $14,333 | $5,964+140.3% | $5,565+157.6% | $5,609+155.5% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |