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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,571 | $95,915-44.1% | $79,580-32.7% | $134,532-60.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.15% | -2.71%-11.4pp | 0.15%-14.3pp | 418.27%-432.4pp |
| Employer contribution / active EE | $2,744 | $3,129-12.3% | $2,413+13.7% | $4,741-42.1% |
| Participant deferral / active EE | $2,857 | $4,693-39.1% | $3,985-28.3% | $6,401-55.4% |
| Admin fee / account holder | $40 | $9,132-99.6% | $6,835-99.4% | $11,429-99.6% |