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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,581 | $158,852-78.2% | $121,220-71.5% | $135,380-74.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -9.02% | -0.64%-8.4pp | 16.94%-26.0pp | 519.81%-528.8pp |
| Employer contribution / active EE | $10,529 | $5,666+85.8% | $4,023+161.8% | $4,779+120.3% |
| Participant deferral / active EE | $5,466 | $4,006+36.5% | $3,345+63.4% | $5,609-2.5% |
| Admin fee / account holder | $75 | $6,515-98.9% | $5,021-98.5% | $10,828-99.3% |