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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,539 | $75,935-47.9% | $60,547-34.7% | $125,389-68.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -2.55% | -5.38%+2.8pp | 335.64%-338.2pp | 282.24%-284.8pp |
| Employer contribution / active EE | $10,829 | $3,438+215.0% | $2,419+347.6% | $4,866+122.5% |
| Participant deferral / active EE | $7,071 | $4,506+56.9% | $3,328+112.5% | $5,352+32.1% |
| Admin fee / account holder | $227 | $6,768-96.6% | $4,536-95.0% | $9,541-97.6% |