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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,816 | $82,678-63.9% | $125,391-76.2% | $68,490-56.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.62% | -5.97%-9.6pp | 572.41%-588.0pp | -7.85%-7.8pp |
| Employer contribution / active EE | $4,389 | $3,382+29.8% | $4,816-8.9% | $2,597+69.0% |
| Participant deferral / active EE | $6,997 | $6,111+14.5% | $7,448-6.1% | $4,028+73.7% |
| Admin fee / account holder | $155 | $6,277-97.5% | $10,009-98.5% | $5,403-97.1% |