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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,352 | $93,117-62.0% | $77,096-54.1% | $134,532-73.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.13% | 62.67%-76.8pp | 42.35%-56.5pp | 418.27%-432.4pp |
| Employer contribution / active EE | $1,392 | $3,420-59.3% | $2,814-50.5% | $4,741-70.6% |
| Participant deferral / active EE | $8,450 | $5,241+61.2% | $4,429+90.8% | $6,401+32.0% |
| Admin fee / account holder | $215 | $6,948-96.9% | $5,428-96.0% | $11,429-98.1% |