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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,077 | $95,188-63.1% | $76,518-54.2% | $135,380-74.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.95% | 4.85%-13.8pp | -0.27%-8.7pp | 519.81%-528.8pp |
| Employer contribution / active EE | $9,288 | $3,303+181.2% | $2,647+250.8% | $4,779+94.4% |
| Participant deferral / active EE | $11,250 | $4,640+142.5% | $3,836+193.3% | $5,609+100.6% |
| Admin fee / account holder | $91 | $6,249-98.5% | $4,849-98.1% | $10,828-99.2% |